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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 | $66,918 | $98,776-32.3% | $149,745-55.3% | $79,856-16.2% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 17.40% | 27.38%-10.0pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,424 | $3,217+37.5% | $4,646-4.8% | $2,471+79.0% |
| Participant deferral / active EE | $3,934 | $5,681-30.8% | $6,843-42.5% | $3,741+5.2% |
| Admin fee / account holder | $922 | $6,053-84.8% | $9,312-90.1% | $5,306-82.6% |