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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 | $50,488 | $95,453-47.1% | $112,040-54.9% | $82,448-38.8% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.5%+14.8pp | 68.1%+23.2pp |
| Annual return | 21.75% | 23.92%-2.2pp | 24.52%-2.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $4,849 | $2,318+109.2% | $2,954+64.2% | $2,551+90.1% |
| Participant deferral / active EE | $8,713 | $4,224+106.3% | $5,098+70.9% | $4,139+110.5% |
| Admin fee / account holder | $3,301 | $9,013-63.4% | $12,098-72.7% | $7,234-54.4% |