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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 | $48,930 | $81,504-40.0% | $102,437-52.2% | $80,959-39.6% |
| Participation rate | 84.0% | 66.9%+17.1pp | 74.5%+9.5pp | 67.7%+16.3pp |
| Annual return | 16.83% | 25.60%-8.8pp | 24.95%-8.1pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,516 | $3,104-51.2% | $3,871-60.8% | $2,757-45.0% |
| Participant deferral / active EE | $4,449 | $3,871+14.9% | $5,060-12.1% | $4,300+3.4% |
| Admin fee / account holder | $1,490 | $6,719-77.8% | $8,388-82.2% | $6,925-78.5% |