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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 | $41,813 | $136,860-69.4% | $120,344-65.3% | $154,746-73.0% |
| Participation rate | 86.7% | 79.9%+6.8pp | 76.7%+10.0pp | 80.7%+6.0pp |
| Annual return | 18.38% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,782 | $3,533-21.3% | $3,020-7.9% | $4,379-36.5% |
| Participant deferral / active EE | $5,488 | $5,793-5.3% | $5,135+6.9% | $6,730-18.5% |
| Admin fee / account holder | $350 | $15,393-97.7% | $12,742-97.2% | $14,365-97.6% |