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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 | $55,350 | $51,638+7.2% | $68,368-19.0% | $82,448-32.9% |
| Participation rate | 90.8% | 63.6%+27.2pp | 73.8%+17.0pp | 68.1%+22.7pp |
| Annual return | 18.08% | 37.53%-19.5pp | 292.57%-274.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,726 | $2,047+33.2% | $2,649+2.9% | $2,551+6.9% |
| Participant deferral / active EE | $6,722 | $2,914+130.7% | $4,123+63.1% | $4,139+62.4% |
| Admin fee / account holder | $14,902 | $4,643+220.9% | $5,150+189.4% | $7,234+106.0% |