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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 | $55,928 | $123,793-54.8% | $177,840-68.6% | $79,852-30.0% |
| Participation rate | 72.0% | 84.7%-12.7pp | 87.7%-15.7pp | 69.6%+2.4pp |
| Annual return | 27.82% | 22.82%+5.0pp | 48.32%-20.5pp | 31.72%-3.9pp |
| Employer contribution / active EE | $1,732 | $4,095-57.7% | $5,919-70.7% | $2,471-29.9% |
| Participant deferral / active EE | $8,110 | $5,956+36.2% | $7,714+5.1% | $3,740+116.8% |
| Admin fee / account holder | $1,624 | $7,243-77.6% | $12,431-86.9% | $5,306-69.4% |