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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 | $42,640 | $65,034-34.4% | $90,970-53.1% | $79,856-46.6% |
| Participation rate | 96.8% | 61.6%+35.2pp | 69.0%+27.8pp | 69.6%+27.1pp |
| Annual return | 16.52% | 30.45%-13.9pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,649 | $1,247+32.2% | $2,122-22.3% | $2,471-33.3% |
| Participant deferral / active EE | $4,802 | $2,512+91.2% | $3,373+42.4% | $3,741+28.4% |
| Admin fee / account holder | $774 | $4,536-82.9% | $5,961-87.0% | $5,306-85.4% |