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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 | $55,987 | $81,358-31.2% | $155,556-64.0% | $80,959-30.8% |
| Participation rate | 92.3% | 66.3%+26.0pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 23.67% | 33.39%-9.7pp | 64.84%-41.2pp | 35.67%-12.0pp |
| Employer contribution / active EE | $2,524 | $3,106-18.7% | $4,675-46.0% | $2,757-8.4% |
| Participant deferral / active EE | $10,147 | $3,455+193.6% | $5,631+80.2% | $4,300+136.0% |
| Admin fee / account holder | $4,369 | $7,994-45.3% | $15,885-72.5% | $6,925-36.9% |