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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 | $56,824 | $88,672-35.9% | $105,223-46.0% | $82,448-31.1% |
| Participation rate | 76.0% | 67.9%+8.1pp | 75.0%+1.0pp | 68.1%+7.9pp |
| Annual return | 15.53% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $12,763 | $3,048+318.8% | $3,689+246.0% | $2,551+400.3% |
| Participant deferral / active EE | $5,111 | $4,036+26.6% | $5,072+0.8% | $4,139+23.5% |
| Admin fee / account holder | $22,104 | $7,146+209.3% | $8,859+149.5% | $7,234+205.5% |