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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 | $54,883 | $123,793-55.7% | $177,848-69.1% | $79,856-31.3% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 25.22% | 22.82%+2.4pp | 48.33%-23.1pp | 31.71%-6.5pp |
| Employer contribution / active EE | $2,050 | $4,095-49.9% | $5,919-65.4% | $2,471-17.0% |
| Participant deferral / active EE | $2,950 | $5,956-50.5% | $7,714-61.8% | $3,741-21.1% |
| Admin fee / account holder | $1,088 | $7,243-85.0% | $12,431-91.2% | $5,306-79.5% |