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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 | $44,856 | $78,197-42.6% | $98,090-54.3% | $82,637-45.7% |
| Participation rate | 75.8% | 77.5%-1.7pp | 81.5%-5.8pp | 68.1%+7.7pp |
| Annual return | 21.94% | 40.25%-18.3pp | 37.05%-15.1pp | 53.51%-31.6pp |
| Employer contribution / active EE | $5,996 | $2,605+130.2% | $3,606+66.3% | $2,552+134.9% |
| Participant deferral / active EE | $5,371 | $6,636-19.1% | $7,845-31.5% | $4,126+30.2% |
| Admin fee / account holder | $17,086 | $14,832+15.2% | $11,815+44.6% | $7,339+132.8% |