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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 | $62,945 | $77,908-19.2% | $149,696-58.0% | $75,173-16.3% |
| Participation rate | 98.4% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.2pp |
| Annual return | 13.38% | 31.73%-18.3pp | 134.46%-121.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $3,070 | $3,138-2.1% | $4,821-36.3% | $2,671+15.0% |
| Participant deferral / active EE | $3,926 | $3,411+15.1% | $5,682-30.9% | $4,126-4.9% |
| Admin fee / account holder | $5,314 | $5,950-10.7% | $13,212-59.8% | $5,651-6.0% |