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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 | $56,231 | $57,061-1.5% | $85,063-33.9% | $80,911-30.5% |
| Participation rate | 79.3% | 56.3%+23.0pp | 67.5%+11.8pp | 67.6%+11.7pp |
| Annual return | 16.56% | 21.66%-5.1pp | 66.54%-50.0pp | 35.63%-19.1pp |
| Employer contribution / active EE | $1,536 | $1,799-14.6% | $2,727-43.7% | $2,756-44.3% |
| Participant deferral / active EE | $4,152 | $3,110+33.5% | $4,523-8.2% | $4,297-3.4% |
| Admin fee / account holder | $916 | $4,986-81.6% | $6,155-85.1% | $6,935-86.8% |