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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 | $48,853 | $97,550-49.9% | $120,344-59.4% | $87,485-44.2% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.7%-6.7pp | 68.9%+1.1pp |
| Annual return | 18.17% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,182 | $2,291+38.9% | $3,020+5.4% | $2,596+22.6% |
| Participant deferral / active EE | $5,822 | $4,230+37.7% | $5,135+13.4% | $4,274+36.2% |
| Admin fee / account holder | $11,053 | $9,543+15.8% | $12,742-13.3% | $7,775+42.2% |