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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 | $56,897 | $110,240-48.4% | $96,544-41.1% | $139,487-59.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 15.81% | 26.41%-10.6pp | 25.88%-10.1pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,129 | $3,622-41.2% | $2,966-28.2% | $4,755-55.2% |
| Participant deferral / active EE | $7,024 | $5,549+26.6% | $4,851+44.8% | $6,713+4.6% |
| Admin fee / account holder | $1,387 | $11,602-88.0% | $8,254-83.2% | $11,407-87.8% |