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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 | $53,567 | $215,361-75.1% | $171,082-68.7% | $273,972-80.4% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 2.71% | 25.14%-22.4pp | 32.56%-29.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $2,087 | $4,967-58.0% | $4,002-47.8% | $4,869-57.1% |
| Participant deferral / active EE | $5,781 | $5,543+4.3% | $4,797+20.5% | $5,287+9.3% |
| Admin fee / account holder | $40,435 | $10,846+272.8% | $8,520+374.6% | $10,133+299.1% |