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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 | $48,082 | $57,140-15.9% | $85,240-43.6% | $80,959-40.6% |
| Participation rate | 93.8% | 56.4%+37.3pp | 67.5%+26.2pp | 67.7%+26.1pp |
| Annual return | 14.69% | 21.71%-7.0pp | 66.75%-52.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,214 | $1,802+22.9% | $2,735-19.1% | $2,757-19.7% |
| Participant deferral / active EE | $5,219 | $3,115+67.5% | $4,527+15.3% | $4,300+21.4% |
| Admin fee / account holder | $8,604 | $4,992+72.4% | $6,165+39.6% | $6,925+24.2% |