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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 | $49,291 | $155,555-68.3% | $146,866-66.4% | $155,188-68.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 16.58% | 115.41%-98.8pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,932 | $4,647-36.9% | $4,425-33.7% | $4,248-31.0% |
| Participant deferral / active EE | $6,555 | $8,044-18.5% | $7,759-15.5% | $6,531+0.4% |
| Admin fee / account holder | $2,304 | $14,755-84.4% | $13,620-83.1% | $14,480-84.1% |