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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 | $53,065 | $89,259-40.5% | $107,187-50.5% | $82,637-35.8% |
| Participation rate | 90.2% | 67.9%+22.3pp | 75.0%+15.2pp | 68.1%+22.2pp |
| Annual return | 12.81% | 21.02%-8.2pp | 204.55%-191.7pp | 53.51%-40.7pp |
| Employer contribution / active EE | $5,805 | $3,080+88.5% | $3,782+53.5% | $2,552+127.5% |
| Participant deferral / active EE | $3,001 | $4,037-25.7% | $5,096-41.1% | $4,126-27.3% |
| Admin fee / account holder | $6,585 | $7,381-10.8% | $9,162-28.1% | $7,339-10.3% |