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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 | $56,641 | $136,860-58.6% | $120,344-52.9% | $154,746-63.4% |
| Participation rate | 95.2% | 79.9%+15.4pp | 76.7%+18.5pp | 80.7%+14.5pp |
| Annual return | 14.43% | 21.38%-6.9pp | 20.30%-5.9pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,025 | $3,533-42.7% | $3,020-32.9% | $4,379-53.8% |
| Participant deferral / active EE | $3,050 | $5,793-47.4% | $5,135-40.6% | $6,730-54.7% |
| Admin fee / account holder | $2,441 | $15,393-84.1% | $12,742-80.8% | $14,365-83.0% |