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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 | $51,175 | $58,493-12.5% | $84,023-39.1% | $72,976-29.9% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.0%+10.3pp | 69.5%+9.8pp |
| Annual return | 20.71% | 28.93%-8.2pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,643 | $1,163+41.2% | $1,984-17.2% | $2,440-32.7% |
| Participant deferral / active EE | $3,133 | $2,394+30.9% | $3,239-3.3% | $3,608-13.2% |
| Admin fee / account holder | $9,630 | $4,569+110.8% | $6,102+57.8% | $5,124+87.9% |