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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 | $51,804 | $106,524-51.4% | $152,301-66.0% | $87,485-40.8% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.4%+11.0pp | 68.9%+24.5pp |
| Annual return | 16.18% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $3,665 | $3,371+8.7% | $4,624-20.7% | $2,596+41.2% |
| Participant deferral / active EE | $8,331 | $6,525+27.7% | $8,004+4.1% | $4,274+94.9% |
| Admin fee / account holder | $2,011 | $8,287-75.7% | $14,398-86.0% | $7,775-74.1% |