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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 | $54,199 | $172,111-68.5% | $150,298-63.9% | $137,256-60.5% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 12.05% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,361 | $4,636-70.7% | $4,154-67.2% | $4,156-67.3% |
| Participant deferral / active EE | $4,059 | $6,166-34.2% | $5,453-25.6% | $6,407-36.7% |
| Admin fee / account holder | $1,070 | $16,471-93.5% | $14,116-92.4% | $12,270-91.3% |