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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 | $46,686 | $58,057-19.6% | $97,032-51.9% | $86,983-46.3% |
| Participation rate | 84.8% | 60.4%+24.4pp | 71.6%+13.2pp | 69.5%+15.2pp |
| Annual return | 17.43% | 22.26%-4.8pp | 35.38%-18.0pp | 25.83%-8.4pp |
| Employer contribution / active EE | $3,922 | $1,663+135.8% | $2,629+49.2% | $2,584+51.8% |
| Participant deferral / active EE | $7,030 | $3,244+116.7% | $4,672+50.5% | $4,194+67.6% |
| Admin fee / account holder | $8,530 | $4,839+76.3% | $9,418-9.4% | $7,856+8.6% |