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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 | $47,070 | $65,361-28.0% | $92,903-49.3% | $72,983-35.5% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 20.31% | 42.11%-21.8pp | 109.43%-89.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $5,265 | $2,594+102.9% | $3,653+44.1% | $2,440+115.8% |
| Participant deferral / active EE | $2,861 | $3,128-8.5% | $4,238-32.5% | $3,608-20.7% |
| Admin fee / account holder | $2,853 | $4,251-32.9% | $5,795-50.8% | $5,124-44.3% |