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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 | $51,993 | $56,054-7.2% | $171,082-69.6% | $62,881-17.3% |
| Participation rate | 76.0% | 62.9%+13.1pp | 76.7%-0.7pp | 69.3%+6.7pp |
| Annual return | 8.42% | 22.52%-14.1pp | 32.56%-24.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,654 | $1,731+53.3% | $4,002-33.7% | $2,281+16.4% |
| Participant deferral / active EE | $5,805 | $3,158+83.8% | $4,797+21.0% | $3,203+81.2% |
| Admin fee / account holder | $4,179 | $3,647+14.6% | $8,520-50.9% | $4,296-2.7% |