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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 | $61,534 | $108,825-43.5% | $156,181-60.6% | $82,448-25.4% |
| Participation rate | 97.7% | 72.4%+25.4pp | 78.8%+18.9pp | 68.1%+29.7pp |
| Annual return | 17.47% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,486 | $2,870-13.4% | $4,294-42.1% | $2,551-2.6% |
| Participant deferral / active EE | $6,588 | $4,577+43.9% | $6,132+7.4% | $4,139+59.2% |
| Admin fee / account holder | $3,695 | $9,341-60.4% | $14,586-74.7% | $7,234-48.9% |