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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 | $64,539 | $89,370-27.8% | $141,197-54.3% | $72,976-11.6% |
| Participation rate | 74.6% | 75.1%-0.5pp | 82.5%-7.8pp | 69.5%+5.1pp |
| Annual return | 22.14% | 111.88%-89.7pp | 71.41%-49.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $2,127 | $3,115-31.7% | $4,736-55.1% | $2,440-12.8% |
| Participant deferral / active EE | $4,329 | $5,419-20.1% | $6,710-35.5% | $3,608+20.0% |
| Admin fee / account holder | $4,650 | $5,957-21.9% | $10,265-54.7% | $5,124-9.3% |