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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 | $21,259 | $59,839-64.5% | $81,991-74.1% | $79,852-73.4% |
| Participation rate | 93.2% | 61.6%+31.6pp | 69.3%+24.0pp | 69.6%+23.6pp |
| Annual return | 22.11% | 17.56%+4.6pp | 41.31%-19.2pp | 31.72%-9.6pp |
| Employer contribution / active EE | $3,544 | $1,713+106.8% | $2,498+41.8% | $2,471+43.4% |
| Participant deferral / active EE | $2,006 | $2,695-25.6% | $3,722-46.1% | $3,740-46.4% |
| Admin fee / account holder | $516 | $4,287-88.0% | $5,665-90.9% | $5,306-90.3% |