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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 | $51,059 | $146,267-65.1% | $197,124-74.1% | $82,448-38.1% |
| Participation rate | 96.4% | 84.0%+12.4pp | 86.7%+9.7pp | 68.1%+28.4pp |
| Annual return | 15.94% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,106 | $4,723-55.4% | $6,227-66.2% | $2,551-17.4% |
| Participant deferral / active EE | $3,419 | $7,035-51.4% | $9,135-62.6% | $4,139-17.4% |
| Admin fee / account holder | $4,896 | $14,422-66.1% | $16,298-70.0% | $7,234-32.3% |