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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 | $54,674 | $52,911+3.3% | $73,309-25.4% | $59,633-8.3% |
| Participation rate | 90.2% | 68.2%+22.0pp | 74.9%+15.3pp | 68.7%+21.6pp |
| Annual return | 1.80% | 12.20%-10.4pp | 5.67%-3.9pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $3,161 | $1,909+65.6% | $3,237-2.4% | $2,203+43.5% |
| Participant deferral / active EE | $4,677 | $4,069+14.9% | $4,991-6.3% | $3,192+46.5% |
| Admin fee / account holder | $794 | $3,835-79.3% | $5,635-85.9% | $4,297-81.5% |