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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 | $46,253 | $97,550-52.6% | $120,344-61.6% | $87,485-47.1% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.7%+19.8pp | 68.9%+27.6pp |
| Annual return | 11.99% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,131 | $2,291-7.0% | $3,020-29.4% | $2,596-17.9% |
| Participant deferral / active EE | $4,846 | $4,230+14.6% | $5,135-5.6% | $4,274+13.4% |
| Admin fee / account holder | $11,031 | $9,543+15.6% | $12,742-13.4% | $7,775+41.9% |