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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 | $45,863 | $110,137-58.4% | $161,149-71.5% | $82,637-44.5% |
| Participation rate | 82.1% | 72.4%+9.7pp | 78.8%+3.2pp | 68.1%+14.0pp |
| Annual return | 17.56% | 20.69%-3.1pp | 21.16%-3.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,240 | $2,856-21.6% | $4,360-48.6% | $2,552-12.2% |
| Participant deferral / active EE | $4,736 | $4,575+3.5% | $6,153-23.0% | $4,126+14.8% |
| Admin fee / account holder | $679 | $9,467-92.8% | $15,194-95.5% | $7,339-90.7% |