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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 | $49,458 | $81,487-39.3% | $102,412-51.7% | $80,935-38.9% |
| Participation rate | 86.5% | 66.8%+19.6pp | 74.5%+12.0pp | 67.7%+18.8pp |
| Annual return | 11.65% | 25.60%-13.9pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,794 | $3,103-42.2% | $3,870-53.6% | $2,757-34.9% |
| Participant deferral / active EE | $6,045 | $3,871+56.2% | $5,060+19.5% | $4,299+40.6% |
| Admin fee / account holder | $5,294 | $6,717-21.2% | $8,388-36.9% | $6,924-23.6% |