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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 | $51,921 | $106,524-51.3% | $152,301-65.9% | $87,485-40.7% |
| Participation rate | 81.7% | 75.8%+5.9pp | 82.4%-0.8pp | 68.9%+12.8pp |
| Annual return | 18.30% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $5,581 | $3,371+65.5% | $4,624+20.7% | $2,596+115.0% |
| Participant deferral / active EE | $8,102 | $6,525+24.2% | $8,004+1.2% | $4,274+89.6% |
| Admin fee / account holder | $845 | $8,287-89.8% | $14,398-94.1% | $7,775-89.1% |