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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 | $63,127 | $78,425-19.5% | $95,956-34.2% | $79,858-21.0% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 27.67% | 19.37%+8.3pp | 91.63%-64.0pp | 31.72%-4.0pp |
| Employer contribution / active EE | $5,308 | $1,945+172.9% | $2,541+108.9% | $2,471+114.8% |
| Participant deferral / active EE | $5,775 | $3,440+67.9% | $4,167+38.6% | $3,740+54.4% |
| Admin fee / account holder | $3,198 | $5,622-43.1% | $6,797-52.9% | $5,306-39.7% |