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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 | $72,453 | $57,119+26.8% | $85,187-14.9% | $80,935-10.5% |
| Participation rate | 92.3% | 56.4%+35.9pp | 67.5%+24.8pp | 67.7%+24.6pp |
| Annual return | 11.56% | 21.70%-10.1pp | 66.67%-55.1pp | 35.66%-24.1pp |
| Employer contribution / active EE | $5,671 | $1,802+214.8% | $2,732+107.5% | $2,757+105.7% |
| Participant deferral / active EE | $2,841 | $3,115-8.8% | $4,525-37.2% | $4,299-33.9% |
| Admin fee / account holder | $5,715 | $4,990+14.5% | $6,162-7.3% | $6,924-17.5% |