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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 | $58,953 | $138,385-57.4% | $184,243-68.0% | $80,925-27.2% |
| Participation rate | 75.6% | 83.9%-8.3pp | 86.8%-11.2pp | 67.7%+8.0pp |
| Annual return | 22.28% | 20.02%+2.3pp | 28.82%-6.5pp | 35.65%-13.4pp |
| Employer contribution / active EE | $3,387 | $4,851-30.2% | $6,427-47.3% | $2,756+22.9% |
| Participant deferral / active EE | $9,765 | $7,075+38.0% | $9,132+6.9% | $4,299+127.2% |
| Admin fee / account holder | $521 | $10,489-95.0% | $13,914-96.3% | $6,940-92.5% |