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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 | $54,152 | $48,078+12.6% | $78,676-31.2% | $62,881-13.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.30% | 31.36%-22.1pp | 62.19%-52.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,848 | $2,015+41.4% | $2,850-0.1% | $2,281+24.8% |
| Participant deferral / active EE | $4,288 | $2,587+65.7% | $3,517+21.9% | $3,203+33.9% |
| Admin fee / account holder | $3,844 | $3,206+19.9% | $4,510-14.8% | $4,296-10.5% |