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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 | $42,061 | $76,371-44.9% | $93,621-55.1% | $72,975-42.4% |
| Participation rate | 91.5% | 71.8%+19.8pp | 75.8%+15.7pp | 69.5%+22.0pp |
| Annual return | 24.55% | 25.82%-1.3pp | 32.76%-8.2pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,079 | $2,276-8.6% | $2,719-23.5% | $2,440-14.8% |
| Participant deferral / active EE | $3,751 | $3,538+6.0% | $4,070-7.8% | $3,608+4.0% |
| Admin fee / account holder | $464 | $6,839-93.2% | $7,890-94.1% | $5,124-90.9% |