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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 | $47,892 | $62,586-23.5% | $76,766-37.6% | $64,181-25.4% |
| Participation rate | 93.0% | 72.8%+20.1pp | 77.0%+16.0pp | 69.6%+23.4pp |
| Annual return | 4.14% | -1.95%+6.1pp | 2.43%+1.7pp | 7.63%-3.5pp |
| Employer contribution / active EE | $1,891 | $1,832+3.2% | $2,485-23.9% | $2,381-20.6% |
| Participant deferral / active EE | $7,007 | $3,145+122.8% | $3,851+81.9% | $3,470+102.0% |
| Admin fee / account holder | $1,093 | $4,667-76.6% | $6,675-83.6% | $4,887-77.6% |