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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 | $100,629 | $80,705+24.7% | $115,768-13.1% | $67,986+48.0% |
| Participation rate | 80.5% | 63.0%+17.5pp | 74.4%+6.1pp | 57.2%+23.3pp |
| Annual return | 15.40% | 18.49%-3.1pp | 100.46%-85.1pp | 31.67%-16.3pp |
| Employer contribution / active EE | $2,050 | $2,046+0.2% | $2,940-30.3% | $2,019+1.5% |
| Participant deferral / active EE | $4,947 | $3,559+39.0% | $4,917+0.6% | $3,358+47.3% |
| Admin fee / account holder | $30,395 | $4,135+635.0% | $12,439+144.3% | $3,203+848.9% |