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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 | $115,931-60.4% | $185,441-75.3% | $86,983-47.3% |
| Participation rate | 82.1% | 73.6%+8.4pp | 80.3%+1.8pp | 69.5%+12.5pp |
| Annual return | 17.56% | 21.47%-3.9pp | 20.16%-2.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $2,240 | $2,937-23.7% | $4,672-52.1% | $2,584-13.3% |
| Participant deferral / active EE | $4,736 | $4,551+4.1% | $6,152-23.0% | $4,194+12.9% |
| Admin fee / account holder | $679 | $10,687-93.6% | $17,890-96.2% | $7,856-91.4% |