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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 | $105,263 | $50,554+108.2% | $67,681+55.5% | $87,485+20.3% |
| Participation rate | 76.7% | 67.7%+9.0pp | 73.7%+3.0pp | 68.9%+7.8pp |
| Annual return | 15.35% | 17.81%-2.5pp | 590.58%-575.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $449 | $1,988-77.4% | $2,678-83.2% | $2,596-82.7% |
| Participant deferral / active EE | $3,757 | $2,961+26.9% | $3,976-5.5% | $4,274-12.1% |
| Admin fee / account holder | $1,411 | $4,132-65.9% | $6,100-76.9% | $7,775-81.9% |