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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 | $55,921 | $95,404-41.4% | $113,397-50.7% | $82,637-32.3% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 14.11% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,397 | $2,307+3.9% | $2,977-19.5% | $2,552-6.1% |
| Participant deferral / active EE | $4,229 | $4,220+0.2% | $5,076-16.7% | $4,126+2.5% |
| Admin fee / account holder | $3,107 | $9,168-66.1% | $11,957-74.0% | $7,339-57.7% |