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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 | $48,238 | $107,666-55.2% | $102,184-52.8% | $154,746-68.8% |
| Participation rate | 93.8% | 83.7%+10.0pp | 82.6%+11.2pp | 80.7%+13.0pp |
| Annual return | 25.26% | 29.33%-4.1pp | 31.58%-6.3pp | 172.34%-147.1pp |
| Employer contribution / active EE | $4,362 | $3,846+13.4% | $3,594+21.4% | $4,379-0.4% |
| Participant deferral / active EE | $15,478 | $8,719+77.5% | $8,309+86.3% | $6,730+130.0% |
| Admin fee / account holder | $5,154 | $12,943-60.2% | $11,609-55.6% | $14,365-64.1% |