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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,059 | $58,627-14.6% | $76,735-34.8% | $82,448-39.3% |
| Participation rate | 76.0% | 63.2%+12.8pp | 69.5%+6.5pp | 68.1%+7.9pp |
| Annual return | 18.02% | 39.10%-21.1pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,009 | $1,729+16.2% | $2,454-18.2% | $2,551-21.3% |
| Participant deferral / active EE | $3,903 | $3,134+24.5% | $4,088-4.5% | $4,139-5.7% |
| Admin fee / account holder | $3,884 | $5,323-27.0% | $7,189-46.0% | $7,234-46.3% |