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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 | $39,828 | $58,627-32.1% | $76,735-48.1% | $82,448-51.7% |
| Participation rate | 77.3% | 63.2%+14.1pp | 69.5%+7.8pp | 68.1%+9.2pp |
| Annual return | 19.79% | 39.10%-19.3pp | 29.77%-10.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,354 | $1,729+36.1% | $2,454-4.1% | $2,551-7.7% |
| Participant deferral / active EE | $4,215 | $3,134+34.5% | $4,088+3.1% | $4,139+1.8% |
| Admin fee / account holder | $2,189 | $5,323-58.9% | $7,189-69.6% | $7,234-69.7% |