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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 | $46,952 | $81,233-42.2% | $155,567-69.8% | $80,874-41.9% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.0pp | 67.6%+22.6pp |
| Annual return | 14.07% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,199 | $3,101-29.1% | $4,674-53.0% | $2,756-20.2% |
| Participant deferral / active EE | $5,438 | $3,452+57.5% | $5,628-3.4% | $4,297+26.5% |
| Admin fee / account holder | $437 | $7,998-94.5% | $15,916-97.3% | $6,935-93.7% |