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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 | $43,179 | $54,541-20.8% | $78,778-45.2% | $70,126-38.4% |
| Participation rate | 95.8% | 60.8%+35.0pp | 69.2%+26.6pp | 69.5%+26.3pp |
| Annual return | 16.85% | 21.07%-4.2pp | 35.62%-18.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,083 | $1,089+183.2% | $1,986+55.3% | $2,343+31.6% |
| Participant deferral / active EE | $2,808 | $2,210+27.1% | $2,958-5.1% | $3,332-15.7% |
| Admin fee / account holder | $5,258 | $3,709+41.8% | $5,134+2.4% | $4,645+13.2% |