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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 | $66,141 | $45,343+45.9% | $150,298-56.0% | $67,986-2.7% |
| Participation rate | 91.4% | 51.9%+39.6pp | 77.8%+13.7pp | 57.2%+34.2pp |
| Annual return | 16.94% | 33.28%-16.3pp | 62.79%-45.8pp | 31.67%-14.7pp |
| Employer contribution / active EE | $3,601 | $1,462+146.3% | $4,154-13.3% | $2,019+78.4% |
| Participant deferral / active EE | $5,885 | $2,055+186.4% | $5,453+7.9% | $3,358+75.2% |
| Admin fee / account holder | $8,248 | $2,250+266.6% | $14,116-41.6% | $3,203+157.5% |