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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 | $50,637 | $101,950-50.3% | $125,529-59.7% | $86,983-41.8% |
| Participation rate | 80.0% | 70.2%+9.8pp | 74.7%+5.3pp | 69.5%+10.5pp |
| Annual return | 13.40% | 18.29%-4.9pp | 202.56%-189.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $951 | $2,358-59.7% | $3,058-68.9% | $2,584-63.2% |
| Participant deferral / active EE | $2,164 | $3,862-44.0% | $4,813-55.0% | $4,194-48.4% |
| Admin fee / account holder | $20,420 | $12,791+59.6% | $16,298+25.3% | $7,856+159.9% |