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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 | $50,266 | $87,106-42.3% | $105,607-52.4% | $80,935-37.9% |
| Participation rate | 80.3% | 70.4%+9.9pp | 75.3%+5.0pp | 67.7%+12.6pp |
| Annual return | 18.17% | 17.01%+1.2pp | 116.11%-97.9pp | 35.66%-17.5pp |
| Employer contribution / active EE | $2,025 | $2,396-15.5% | $3,167-36.1% | $2,757-26.5% |
| Participant deferral / active EE | $8,137 | $3,986+104.1% | $5,011+62.4% | $4,299+89.3% |
| Admin fee / account holder | $5,906 | $8,447-30.1% | $10,958-46.1% | $6,924-14.7% |