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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 | $54,621 | $101,778-46.3% | $164,975-66.9% | $80,925-32.5% |
| Participation rate | 77.3% | 71.8%+5.4pp | 78.6%-1.3pp | 67.7%+9.6pp |
| Annual return | 11.70% | 16.73%-5.0pp | 70.12%-58.4pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,789 | $2,954-5.6% | $4,343-35.8% | $2,756+1.2% |
| Participant deferral / active EE | $3,468 | $4,477-22.5% | $6,033-42.5% | $4,299-19.3% |
| Admin fee / account holder | $3,573 | $8,221-56.5% | $12,688-71.8% | $6,940-48.5% |