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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 | $56,811 | $79,449-28.5% | $189,575-70.0% | $85,847-33.8% |
| Participation rate | 88.2% | 66.0%+22.2pp | 78.4%+9.7pp | 69.3%+18.8pp |
| Annual return | 13.85% | 18.45%-4.6pp | 64.19%-50.3pp | 318.61%-304.8pp |
| Employer contribution / active EE | $1,652 | $2,081-20.6% | $4,412-62.6% | $2,565-35.6% |
| Participant deferral / active EE | $4,503 | $4,051+11.2% | $6,174-27.1% | $3,952+13.9% |
| Admin fee / account holder | $4,497 | $5,377-16.4% | $9,806-54.1% | $6,261-28.2% |