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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 | $51,618 | $86,949-40.6% | $102,460-49.6% | $80,959-36.2% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+17.9pp | 67.7%+26.8pp |
| Annual return | 15.97% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,573 | $2,370-33.6% | $3,025-48.0% | $2,757-43.0% |
| Participant deferral / active EE | $4,317 | $4,121+4.7% | $5,056-14.6% | $4,300+0.4% |
| Admin fee / account holder | $5,526 | $8,048-31.3% | $9,460-41.6% | $6,925-20.2% |