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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 | $49,375 | $138,366-64.3% | $184,185-73.2% | $80,911-39.0% |
| Participation rate | 81.0% | 83.9%-2.9pp | 86.8%-5.9pp | 67.6%+13.3pp |
| Annual return | 25.57% | 20.02%+5.5pp | 28.81%-3.2pp | 35.63%-10.1pp |
| Employer contribution / active EE | $2,301 | $4,849-52.6% | $6,426-64.2% | $2,756-16.5% |
| Participant deferral / active EE | $3,900 | $7,074-44.9% | $9,132-57.3% | $4,297-9.2% |
| Admin fee / account holder | $517 | $10,484-95.1% | $13,909-96.3% | $6,935-92.5% |