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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 | $56,044 | $52,678+6.4% | $75,784-26.0% | $59,633-6.0% |
| Participation rate | 84.9% | 67.2%+17.7pp | 75.8%+9.1pp | 68.7%+16.2pp |
| Annual return | 4.95% | 2.95%+2.0pp | 9.68%-4.7pp | 2041.45%-2036.5pp |
| Employer contribution / active EE | $5,271 | $2,193+140.3% | $3,323+58.6% | $2,203+139.3% |
| Participant deferral / active EE | $4,189 | $2,591+61.7% | $3,652+14.7% | $3,192+31.3% |
| Admin fee / account holder | $2,989 | $3,610-17.2% | $5,300-43.6% | $4,297-30.4% |