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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 | $57,849 | $67,602-14.4% | $82,312-29.7% | $70,126-17.5% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 19.69% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,305 | $1,755+31.4% | $2,428-5.1% | $2,343-1.6% |
| Participant deferral / active EE | $4,663 | $2,987+56.1% | $3,706+25.8% | $3,332+39.9% |
| Admin fee / account holder | $1,502 | $4,512-66.7% | $5,608-73.2% | $4,645-67.7% |