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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 | $51,845 | $106,749-51.4% | $145,433-64.4% | $82,448-37.1% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 22.64% | 27.59%-5.0pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $2,841 | $3,444-17.5% | $4,554-37.6% | $2,551+11.4% |
| Participant deferral / active EE | $4,645 | $6,519-28.7% | $7,897-41.2% | $4,139+12.2% |
| Admin fee / account holder | $2,256 | $8,390-73.1% | $13,129-82.8% | $7,234-68.8% |