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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 | $51,773 | $101,752-49.1% | $164,928-68.6% | $80,911-36.0% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.6%+26.9pp |
| Annual return | 15.86% | 16.73%-0.9pp | 70.08%-54.2pp | 35.63%-19.8pp |
| Employer contribution / active EE | $4,871 | $2,953+64.9% | $4,343+12.1% | $2,756+76.7% |
| Participant deferral / active EE | $11,097 | $4,477+147.9% | $6,034+83.9% | $4,297+158.2% |
| Admin fee / account holder | $3,631 | $8,218-55.8% | $12,684-71.4% | $6,935-47.6% |