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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 | $83,111 | $93,598-11.2% | $135,974-38.9% | $75,173+10.6% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 19.92% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $1,037 | $3,538-70.7% | $4,859-78.6% | $2,671-61.2% |
| Participant deferral / active EE | $3,705 | $6,405-42.2% | $7,760-52.3% | $4,126-10.2% |
| Admin fee / account holder | $3,769 | $6,978-46.0% | $10,767-65.0% | $5,651-33.3% |