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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 | $40,673 | $57,590-29.4% | $86,233-52.8% | $82,448-50.7% |
| Participation rate | 90.9% | 57.9%+33.0pp | 69.0%+21.9pp | 68.1%+22.8pp |
| Annual return | 18.87% | 22.41%-3.5pp | 61.39%-42.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,968 | $1,655+200.1% | $2,504+98.4% | $2,551+94.7% |
| Participant deferral / active EE | $11,034 | $3,080+258.3% | $4,559+142.0% | $4,139+166.6% |
| Admin fee / account holder | $5,458 | $4,730+15.4% | $8,342-34.6% | $7,234-24.6% |