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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 | $29,363 | $67,894-56.8% | $89,340-67.1% | $82,448-64.4% |
| Participation rate | 90.0% | 64.0%+26.0pp | 69.6%+20.4pp | 68.1%+21.9pp |
| Annual return | 18.55% | 19.21%-0.7pp | 20.57%-2.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,837 | $1,828+55.2% | $2,231+27.2% | $2,551+11.2% |
| Participant deferral / active EE | $4,601 | $3,072+49.8% | $3,823+20.4% | $4,139+11.2% |
| Admin fee / account holder | $1,982 | $5,723-65.4% | $6,704-70.4% | $7,234-72.6% |