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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 | $67,065 | $89,370-25.0% | $141,197-52.5% | $72,976-8.1% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 26.30% | 111.88%-85.6pp | 71.41%-45.1pp | 81.02%-54.7pp |
| Employer contribution / active EE | $1,210 | $3,115-61.2% | $4,736-74.5% | $2,440-50.4% |
| Participant deferral / active EE | $8,901 | $5,419+64.3% | $6,710+32.7% | $3,608+146.7% |
| Admin fee / account holder | $3,608 | $5,957-39.4% | $10,265-64.8% | $5,124-29.6% |