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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 | $57,096 | $138,366-58.7% | $184,185-69.0% | $80,911-29.4% |
| Participation rate | 72.9% | 83.9%-11.0pp | 86.8%-13.9pp | 67.6%+5.2pp |
| Annual return | 23.13% | 20.02%+3.1pp | 28.81%-5.7pp | 35.63%-12.5pp |
| Employer contribution / active EE | $1,619 | $4,849-66.6% | $6,426-74.8% | $2,756-41.2% |
| Participant deferral / active EE | $5,604 | $7,074-20.8% | $9,132-38.6% | $4,297+30.4% |
| Admin fee / account holder | $921 | $10,484-91.2% | $13,909-93.4% | $6,935-86.7% |