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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 | $57,685 | $81,777-29.5% | $148,496-61.2% | $69,733-17.3% |
| Participation rate | 99.0% | 70.9%+28.1pp | 76.0%+23.0pp | 62.5%+36.6pp |
| Annual return | 18.59% | 14.38%+4.2pp | 12.33%+6.3pp | 15.22%+3.4pp |
| Employer contribution / active EE | $860 | $2,488-65.4% | $3,497-75.4% | $2,250-61.8% |
| Participant deferral / active EE | $6,422 | $3,367+90.8% | $4,808+33.6% | $3,054+110.3% |
| Admin fee / account holder | $13,496 | $2,991+351.2% | $19,547-31.0% | $3,102+335.1% |