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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 | $45,555 | $161,352-71.8% | $134,172-66.0% | $137,256-66.8% |
| Participation rate | 95.0% | 78.3%+16.7pp | 72.5%+22.5pp | 80.0%+15.0pp |
| Annual return | 16.40% | 28.72%-12.3pp | 25.30%-8.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,115 | $4,099-48.4% | $3,420-38.2% | $4,156-49.1% |
| Participant deferral / active EE | $4,573 | $5,552-17.6% | $4,690-2.5% | $6,407-28.6% |
| Admin fee / account holder | $794 | $15,028-94.7% | $12,016-93.4% | $12,270-93.5% |