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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 | $21,243 | $48,078-55.8% | $78,676-73.0% | $62,881-66.2% |
| Participation rate | 98.6% | 65.2%+33.4pp | 73.6%+25.1pp | 69.3%+29.3pp |
| Annual return | 12.62% | 31.36%-18.7pp | 62.19%-49.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $2,117 | $2,015+5.1% | $2,850-25.7% | $2,281-7.2% |
| Participant deferral / active EE | $2,215 | $2,587-14.4% | $3,517-37.0% | $3,203-30.9% |
| Admin fee / account holder | $513 | $3,206-84.0% | $4,510-88.6% | $4,296-88.1% |