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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 | $51,553 | $181,896-71.7% | $156,551-67.1% | $273,972-81.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 5.15% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,923 | $6,248-69.2% | $5,501-65.0% | $4,869-60.5% |
| Participant deferral / active EE | $2,729 | $5,550-50.8% | $4,871-44.0% | $5,287-48.4% |
| Admin fee / account holder | $2,670 | $15,560-82.8% | $13,028-79.5% | $10,133-73.6% |