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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 | $44,674 | $81,476-45.2% | $102,383-56.4% | $80,925-44.8% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.7%+11.7pp |
| Annual return | 11.55% | 25.59%-14.0pp | 24.94%-13.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,515 | $3,105-19.0% | $3,870-35.0% | $2,756-8.7% |
| Participant deferral / active EE | $3,638 | $3,871-6.0% | $5,060-28.1% | $4,299-15.4% |
| Admin fee / account holder | $7,614 | $6,717+13.3% | $8,391-9.3% | $6,940+9.7% |