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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 | $56,987 | $108,825-47.6% | $156,181-63.5% | $82,448-30.9% |
| Participation rate | 80.6% | 72.4%+8.2pp | 78.8%+1.7pp | 68.1%+12.5pp |
| Annual return | 16.90% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,170 | $2,870-24.4% | $4,294-49.5% | $2,551-14.9% |
| Participant deferral / active EE | $4,594 | $4,577+0.4% | $6,132-25.1% | $4,139+11.0% |
| Admin fee / account holder | $7,909 | $9,341-15.3% | $14,586-45.8% | $7,234+9.3% |