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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 | $27,862 | $77,460-64.0% | $100,378-72.2% | $80,925-65.6% |
| Participation rate | 91.9% | 76.9%+15.0pp | 81.5%+10.4pp | 67.7%+24.3pp |
| Annual return | 13.80% | 37.24%-23.4pp | 49.41%-35.6pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,694 | $2,801-3.8% | $3,942-31.7% | $2,756-2.3% |
| Participant deferral / active EE | $6,747 | $6,818-1.0% | $8,087-16.6% | $4,299+57.0% |
| Admin fee / account holder | $7,958 | $5,887+35.2% | $7,899+0.8% | $6,940+14.7% |