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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 | $52,329 | $67,606-22.6% | $82,313-36.4% | $70,124-25.4% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 21.29% | 21.57%-0.3pp | 25.88%-4.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $7,064 | $1,755+302.5% | $2,428+190.9% | $2,342+201.5% |
| Participant deferral / active EE | $3,553 | $2,987+18.9% | $3,706-4.1% | $3,332+6.6% |
| Admin fee / account holder | $1,809 | $4,512-59.9% | $5,608-67.7% | $4,645-61.1% |