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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 | $46,120 | $89,367-48.4% | $141,191-67.3% | $72,975-36.8% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.5pp | 69.5%+15.4pp |
| Annual return | 22.15% | 111.87%-89.7pp | 71.41%-49.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,692 | $3,115-13.6% | $4,736-43.2% | $2,440+10.3% |
| Participant deferral / active EE | $5,484 | $5,419+1.2% | $6,710-18.3% | $3,608+52.0% |
| Admin fee / account holder | $1,827 | $5,957-69.3% | $10,264-82.2% | $5,124-64.3% |