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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 | $65,241 | $83,485-21.9% | $125,195-47.9% | $72,976-10.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 22.11% | 25.77%-3.7pp | 43.79%-21.7pp | 81.02%-58.9pp |
| Employer contribution / active EE | $3,654 | $2,346+55.8% | $3,866-5.5% | $2,440+49.8% |
| Participant deferral / active EE | $4,585 | $3,586+27.9% | $4,937-7.1% | $3,608+27.1% |
| Admin fee / account holder | $1,291 | $5,518-76.6% | $9,704-86.7% | $5,124-74.8% |