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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 | $62,022 | $73,988-16.2% | $96,538-35.8% | $75,177-17.5% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 13.59% | 26.73%-13.1pp | 35.74%-22.1pp | 160.75%-147.2pp |
| Employer contribution / active EE | $4,140 | $2,930+41.3% | $3,740+10.7% | $2,671+55.0% |
| Participant deferral / active EE | $2,253 | $3,660-38.4% | $4,880-53.8% | $4,126-45.4% |
| Admin fee / account holder | $3,521 | $5,220-32.5% | $6,737-47.7% | $5,651-37.7% |