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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 | $52,909 | $93,598-43.5% | $135,974-61.1% | $75,173-29.6% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 19.46% | 30.89%-11.4pp | 68.30%-48.8pp | 160.72%-141.3pp |
| Employer contribution / active EE | $4,402 | $3,538+24.4% | $4,859-9.4% | $2,671+64.8% |
| Participant deferral / active EE | $9,590 | $6,405+49.7% | $7,760+23.6% | $4,126+132.4% |
| Admin fee / account holder | $908 | $6,978-87.0% | $10,767-91.6% | $5,651-83.9% |