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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 | $56,303 | $57,352-1.8% | $83,830-32.8% | $64,173-12.3% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | 3.26% | 11.38%-8.1pp | 850.97%-847.7pp | 7.63%-4.4pp |
| Employer contribution / active EE | $2,446 | $2,546-3.9% | $3,631-32.6% | $2,381+2.7% |
| Participant deferral / active EE | $7,196 | $2,993+140.4% | $4,082+76.3% | $3,470+107.4% |
| Admin fee / account holder | $4,310 | $4,046+6.5% | $5,479-21.3% | $4,887-11.8% |