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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 | $45,477 | $71,197-36.1% | $93,669-51.4% | $80,925-43.8% |
| Participation rate | 73.0% | 60.4%+12.6pp | 68.7%+4.2pp | 67.7%+5.3pp |
| Annual return | 13.96% | 11.27%+2.7pp | 133.59%-119.6pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,231 | $1,565+42.6% | $2,424-7.9% | $2,756-19.1% |
| Participant deferral / active EE | $6,017 | $4,036+49.1% | $4,416+36.3% | $4,299+40.0% |
| Admin fee / account holder | $3,363 | $6,959-51.7% | $8,291-59.4% | $6,940-51.5% |