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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 | $74,981 | $110,212-32.0% | $96,534-22.3% | $139,466-46.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 13.02% | 26.42%-13.4pp | 25.88%-12.9pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,452 | $3,620-32.3% | $2,965-17.3% | $4,754-48.4% |
| Participant deferral / active EE | $2,622 | $5,547-52.7% | $4,851-45.9% | $6,712-60.9% |
| Admin fee / account holder | $21,893 | $11,599+88.8% | $8,253+165.3% | $11,409+91.9% |