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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 | $49,588 | $60,442-18.0% | $96,754-48.7% | $87,485-43.3% |
| Participation rate | 76.6% | 58.7%+17.9pp | 70.3%+6.3pp | 68.9%+7.7pp |
| Annual return | 19.08% | 21.97%-2.9pp | 82.04%-63.0pp | 26.06%-7.0pp |
| Employer contribution / active EE | $5,032 | $1,691+197.6% | $2,679+87.8% | $2,596+93.8% |
| Participant deferral / active EE | $7,347 | $3,280+124.0% | $4,758+54.4% | $4,274+71.9% |
| Admin fee / account holder | $8,308 | $5,069+63.9% | $8,905-6.7% | $7,775+6.9% |