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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 | $48,706 | $86,938-44.0% | $102,423-52.4% | $80,925-39.8% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.7%+15.0pp |
| Annual return | 18.22% | 18.89%-0.7pp | 29.42%-11.2pp | 35.65%-17.4pp |
| Employer contribution / active EE | $2,939 | $2,369+24.0% | $3,023-2.8% | $2,756+6.6% |
| Participant deferral / active EE | $9,262 | $4,120+124.8% | $5,054+83.3% | $4,299+115.5% |
| Admin fee / account holder | $22,883 | $8,053+184.2% | $9,455+142.0% | $6,940+229.7% |