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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 | $55,949 | $58,493-4.3% | $84,021-33.4% | $72,975-23.3% |
| Participation rate | 84.8% | 61.2%+23.6pp | 69.0%+15.8pp | 69.5%+15.3pp |
| Annual return | 20.66% | 28.93%-8.3pp | 71.32%-50.7pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,400 | $1,163+20.3% | $1,984-29.4% | $2,440-42.6% |
| Participant deferral / active EE | $2,497 | $2,394+4.3% | $3,239-22.9% | $3,608-30.8% |
| Admin fee / account holder | $983 | $4,569-78.5% | $6,102-83.9% | $5,124-80.8% |