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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 | $57,993 | $86,298-32.8% | $111,308-47.9% | $85,847-32.4% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 15.45% | 19.99%-4.5pp | 54.67%-39.2pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,530 | $2,044+23.8% | $2,732-7.4% | $2,565-1.4% |
| Participant deferral / active EE | $3,702 | $3,641+1.7% | $4,487-17.5% | $3,952-6.3% |
| Admin fee / account holder | $5,262 | $8,189-35.7% | $7,965-33.9% | $6,261-15.9% |