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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 | $54,283 | $47,848+13.4% | $81,473-33.4% | $70,124-22.6% |
| Participation rate | 92.0% | 58.3%+33.7pp | 68.0%+24.0pp | 69.5%+22.5pp |
| Annual return | 14.81% | 27.25%-12.4pp | 38.78%-24.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,003 | $1,527+31.1% | $2,568-22.0% | $2,342-14.5% |
| Participant deferral / active EE | $2,518 | $2,453+2.7% | $3,537-28.8% | $3,332-24.4% |
| Admin fee / account holder | $2,757 | $3,145-12.3% | $4,561-39.5% | $4,645-40.6% |