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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 | $61,903 | $72,272-14.3% | $101,264-38.9% | $79,858-22.5% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | 14.75% | 22.30%-7.5pp | 46.48%-31.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $5,896 | $2,692+119.1% | $3,660+61.1% | $2,471+138.6% |
| Participant deferral / active EE | $2,527 | $3,282-23.0% | $4,370-42.2% | $3,740-32.4% |
| Admin fee / account holder | $525 | $4,401-88.1% | $5,947-91.2% | $5,306-90.1% |