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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 | $68,125 | $77,920-12.6% | $149,723-54.5% | $75,177-9.4% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+28.9pp |
| Annual return | 15.67% | 31.72%-16.1pp | 134.50%-118.8pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,066 | $3,138-66.0% | $4,821-77.9% | $2,671-60.1% |
| Participant deferral / active EE | $3,642 | $3,411+6.8% | $5,682-35.9% | $4,126-11.7% |
| Admin fee / account holder | $2,140 | $5,951-64.0% | $13,215-83.8% | $5,651-62.1% |