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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 | $46,785 | $181,898-74.3% | $156,552-70.1% | $273,970-82.9% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 15.64% | 30.74%-15.1pp | 32.23%-16.6pp | 41.46%-25.8pp |
| Employer contribution / active EE | $1,999 | $6,248-68.0% | $5,501-63.7% | $4,869-58.9% |
| Participant deferral / active EE | $2,771 | $5,550-50.1% | $4,871-43.1% | $5,287-47.6% |
| Admin fee / account holder | $767 | $15,560-95.1% | $13,028-94.1% | $10,132-92.4% |