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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 | $52,729 | $67,602-22.0% | $82,312-35.9% | $70,126-24.8% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 19.02% | 21.57%-2.5pp | 25.88%-6.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $3,567 | $1,755+103.3% | $2,428+46.9% | $2,343+52.3% |
| Participant deferral / active EE | $6,888 | $2,987+130.6% | $3,706+85.8% | $3,332+106.7% |
| Admin fee / account holder | $12,299 | $4,512+172.6% | $5,608+119.3% | $4,645+164.7% |