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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 | $55,049 | $101,795-45.9% | $165,100-66.7% | $80,959-32.0% |
| Participation rate | 79.1% | 71.8%+7.2pp | 78.6%+0.4pp | 67.7%+11.4pp |
| Annual return | 12.19% | 16.73%-4.5pp | 70.21%-58.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,972 | $2,954+0.6% | $4,348-31.7% | $2,757+7.8% |
| Participant deferral / active EE | $3,226 | $4,476-27.9% | $6,035-46.6% | $4,300-25.0% |
| Admin fee / account holder | $4,955 | $8,221-39.7% | $12,696-61.0% | $6,925-28.4% |