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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 | $50,147 | $77,638-35.4% | $156,551-68.0% | $62,881-20.3% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.6pp | 69.3%+20.4pp |
| Annual return | 11.49% | 50.33%-38.8pp | 32.23%-20.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,619 | $3,444-53.0% | $5,501-70.6% | $2,281-29.0% |
| Participant deferral / active EE | $5,665 | $3,046+86.0% | $4,871+16.3% | $3,203+76.9% |
| Admin fee / account holder | $715 | $5,561-87.1% | $13,028-94.5% | $4,296-83.4% |