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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 | $55,706 | $107,421-48.1% | $182,262-69.4% | $94,015-40.7% |
| Participation rate | 95.1% | 77.8%+17.3pp | 84.2%+10.9pp | 70.8%+24.3pp |
| Annual return | 18.37% | 21.32%-2.9pp | 140.60%-122.2pp | 17.84%+0.5pp |
| Employer contribution / active EE | $5,117 | $3,448+48.4% | $5,046+1.4% | $2,790+83.4% |
| Participant deferral / active EE | $10,889 | $6,558+66.1% | $8,276+31.6% | $4,249+156.3% |
| Admin fee / account holder | $13,051 | $8,692+50.1% | $16,712-21.9% | $8,951+45.8% |