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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 | $57,586 | $125,797-54.2% | $170,043-66.1% | $75,173-23.4% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.0%+2.3pp | 67.2%+22.1pp |
| Annual return | 20.44% | 27.20%-6.8pp | 53.40%-33.0pp | 160.72%-140.3pp |
| Employer contribution / active EE | $5,305 | $4,616+14.9% | $6,790-21.9% | $2,671+98.6% |
| Participant deferral / active EE | $8,887 | $6,838+30.0% | $10,410-14.6% | $4,126+115.4% |
| Admin fee / account holder | $1,106 | $8,177-86.5% | $12,824-91.4% | $5,651-80.4% |