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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 | $44,535 | $95,404-53.3% | $113,397-60.7% | $82,637-46.1% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.5%+10.0pp | 68.1%+18.4pp |
| Annual return | 19.20% | 19.08%+0.1pp | 23.20%-4.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,042 | $2,307-11.5% | $2,977-31.4% | $2,552-20.0% |
| Participant deferral / active EE | $5,376 | $4,220+27.4% | $5,076+5.9% | $4,126+30.3% |
| Admin fee / account holder | $1,757 | $9,168-80.8% | $11,957-85.3% | $7,339-76.1% |