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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 | $62,247 | $98,766-37.0% | $149,730-58.4% | $79,852-22.0% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+16.9pp |
| Annual return | 17.90% | 27.43%-9.5pp | 276.70%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $5,653 | $3,217+75.7% | $4,645+21.7% | $2,471+128.8% |
| Participant deferral / active EE | $3,883 | $5,681-31.7% | $6,843-43.3% | $3,740+3.8% |
| Admin fee / account holder | $5,633 | $6,052-6.9% | $9,310-39.5% | $5,306+6.2% |