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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 | $57,199 | $67,606-15.4% | $82,313-30.5% | $70,124-18.4% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 14.26% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,298 | $1,755-26.1% | $2,428-46.6% | $2,342-44.6% |
| Participant deferral / active EE | $1,641 | $2,987-45.1% | $3,706-55.7% | $3,332-50.8% |
| Admin fee / account holder | $6,873 | $4,512+52.3% | $5,608+22.6% | $4,645+47.9% |