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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 | $55,263 | $79,955-30.9% | $98,461-43.9% | $75,173-26.5% |
| Participation rate | 97.1% | 70.4%+26.8pp | 75.2%+22.0pp | 67.2%+29.9pp |
| Annual return | 18.67% | 19.75%-1.1pp | 21.17%-2.5pp | 160.72%-142.0pp |
| Employer contribution / active EE | $5,382 | $2,264+137.7% | $3,049+76.5% | $2,671+101.5% |
| Participant deferral / active EE | $5,418 | $3,752+44.4% | $4,738+14.3% | $4,126+31.3% |
| Admin fee / account holder | $3,407 | $6,841-50.2% | $8,961-62.0% | $5,651-39.7% |