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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 | $57,631 | $78,425-26.5% | $95,956-39.9% | $79,858-27.8% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 16.69% | 19.37%-2.7pp | 91.63%-74.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $2,528 | $1,945+30.0% | $2,541-0.5% | $2,471+2.3% |
| Participant deferral / active EE | $6,028 | $3,440+75.2% | $4,167+44.7% | $3,740+61.2% |
| Admin fee / account holder | $1,374 | $5,622-75.6% | $6,797-79.8% | $5,306-74.1% |