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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 | $54,413 | $115,225-52.8% | $100,712-46.0% | $138,895-60.8% |
| Participation rate | 93.8% | 74.3%+19.4pp | 69.3%+24.5pp | 79.9%+13.8pp |
| Annual return | 18.77% | 40.35%-21.6pp | 33.27%-14.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,340 | $2,771+20.5% | $2,313+44.4% | $4,194-20.4% |
| Participant deferral / active EE | $5,475 | $4,699+16.5% | $4,085+34.0% | $6,396-14.4% |
| Admin fee / account holder | $2,764 | $10,844-74.5% | $9,256-70.1% | $12,562-78.0% |