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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 | $52,205 | $106,749-51.1% | $145,433-64.1% | $82,448-36.7% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 17.23% | 27.59%-10.4pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,601 | $3,444+4.6% | $4,554-20.9% | $2,551+41.2% |
| Participant deferral / active EE | $2,743 | $6,519-57.9% | $7,897-65.3% | $4,139-33.7% |
| Admin fee / account holder | $1,487 | $8,390-82.3% | $13,129-88.7% | $7,234-79.4% |