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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 | $54,063 | $81,331-33.5% | $155,534-65.2% | $80,935-33.2% |
| Participation rate | 88.2% | 66.3%+22.0pp | 78.2%+10.0pp | 67.7%+20.6pp |
| Annual return | 14.30% | 33.37%-19.1pp | 64.92%-50.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,826 | $3,105-9.0% | $4,675-39.5% | $2,757+2.5% |
| Participant deferral / active EE | $2,458 | $3,454-28.8% | $5,630-56.3% | $4,299-42.8% |
| Admin fee / account holder | $12,398 | $7,999+55.0% | $15,900-22.0% | $6,924+79.1% |