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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 | $58,214 | $91,474-36.4% | $135,982-57.2% | $71,529-18.6% |
| Participation rate | 82.1% | 75.7%+6.4pp | 81.9%+0.1pp | 67.9%+14.1pp |
| Annual return | 25.05% | 29.89%-4.8pp | 68.32%-43.3pp | 28.97%-3.9pp |
| Employer contribution / active EE | $2,768 | $3,705-25.3% | $4,859-43.0% | $2,590+6.9% |
| Participant deferral / active EE | $4,990 | $7,095-29.7% | $7,760-35.7% | $4,291+16.3% |
| Admin fee / account holder | $983 | $1,267-22.4% | $10,767-90.9% | $1,588-38.1% |