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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 | $54,889 | $65,961-16.8% | $180,320-69.6% | $94,015-41.6% |
| Participation rate | 75.8% | 61.3%+14.5pp | 71.5%+4.2pp | 70.8%+4.9pp |
| Annual return | 18.17% | 14.27%+3.9pp | 778.54%-760.4pp | 17.84%+0.3pp |
| Employer contribution / active EE | $2,114 | $1,737+21.6% | $4,108-48.5% | $2,790-24.2% |
| Participant deferral / active EE | $4,608 | $3,003+53.4% | $4,304+7.1% | $4,249+8.4% |
| Admin fee / account holder | $553 | $4,901-88.7% | $10,000-94.5% | $8,951-93.8% |