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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 | $41,718 | $82,882-49.7% | $127,803-67.4% | $72,983-42.8% |
| Participation rate | 90.2% | 71.5%+18.7pp | 79.0%+11.2pp | 69.5%+20.8pp |
| Annual return | 23.14% | 32.20%-9.1pp | 26.14%-3.0pp | 81.01%-57.9pp |
| Employer contribution / active EE | $2,939 | $3,346-12.2% | $4,576-35.8% | $2,440+20.5% |
| Participant deferral / active EE | $6,383 | $4,791+33.2% | $6,023+6.0% | $3,608+76.9% |
| Admin fee / account holder | $1,333 | $6,487-79.4% | $9,399-85.8% | $5,124-74.0% |