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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 | $67,139 | $98,766-32.0% | $149,730-55.2% | $79,852-15.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 14.02% | 27.43%-13.4pp | 276.70%-262.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,654 | $3,217-48.6% | $4,645-64.4% | $2,471-33.1% |
| Participant deferral / active EE | $4,838 | $5,681-14.8% | $6,843-29.3% | $3,740+29.3% |
| Admin fee / account holder | $366 | $6,052-94.0% | $9,310-96.1% | $5,306-93.1% |