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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 | $47,837 | $106,749-55.2% | $145,433-67.1% | $82,448-42.0% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.1%+13.8pp | 68.1%+27.9pp |
| Annual return | 39.92% | 27.59%+12.3pp | 66.58%-26.7pp | 41.64%-1.7pp |
| Employer contribution / active EE | $2,312 | $3,444-32.9% | $4,554-49.2% | $2,551-9.4% |
| Participant deferral / active EE | $4,736 | $6,519-27.3% | $7,897-40.0% | $4,139+14.4% |
| Admin fee / account holder | $4,872 | $8,390-41.9% | $13,129-62.9% | $7,234-32.7% |