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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 | $62,296 | $45,312+37.5% | $86,233-27.8% | $67,986-8.4% |
| Participation rate | 99.0% | 42.4%+56.6pp | 69.0%+30.0pp | 57.2%+41.8pp |
| Annual return | 16.26% | 24.79%-8.5pp | 61.39%-45.1pp | 31.67%-15.4pp |
| Employer contribution / active EE | $3,042 | $1,160+162.4% | $2,504+21.5% | $2,019+50.7% |
| Participant deferral / active EE | $5,969 | $2,185+173.2% | $4,559+30.9% | $3,358+77.8% |
| Admin fee / account holder | $4,169 | $3,295+26.5% | $8,342-50.0% | $3,203+30.2% |