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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 | $60,893 | $78,690-22.6% | $161,489-62.3% | $87,485-30.4% |
| Participation rate | 95.7% | 67.5%+28.2pp | 78.7%+17.0pp | 68.9%+26.8pp |
| Annual return | 15.42% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $833 | $2,588-67.8% | $4,268-80.5% | $2,596-67.9% |
| Participant deferral / active EE | $5,311 | $3,311+60.4% | $5,630-5.7% | $4,274+24.3% |
| Admin fee / account holder | $3,917 | $6,724-41.7% | $16,006-75.5% | $7,775-49.6% |