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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 | $54,389 | $95,453-43.0% | $112,040-51.5% | $82,448-34.0% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.1pp |
| Annual return | 17.50% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,491 | $2,318+7.5% | $2,954-15.7% | $2,551-2.3% |
| Participant deferral / active EE | $6,594 | $4,224+56.1% | $5,098+29.4% | $4,139+59.3% |
| Admin fee / account holder | $8,555 | $9,013-5.1% | $12,098-29.3% | $7,234+18.3% |