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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 | $48,526 | $73,978-34.4% | $96,515-49.7% | $75,173-35.4% |
| Participation rate | 94.1% | 66.4%+27.7pp | 74.3%+19.8pp | 67.2%+26.9pp |
| Annual return | 16.48% | 26.72%-10.2pp | 35.73%-19.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $3,027 | $2,931+3.3% | $3,740-19.1% | $2,671+13.3% |
| Participant deferral / active EE | $5,271 | $3,660+44.0% | $4,880+8.0% | $4,126+27.8% |
| Admin fee / account holder | $5,166 | $5,219-1.0% | $6,735-23.3% | $5,651-8.6% |