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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 | $64,616 | $93,586-31.0% | $135,925-52.5% | $75,173-14.0% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.6pp | 67.2%+31.4pp |
| Annual return | 23.89% | 30.90%-7.0pp | 68.25%-44.4pp | 160.65%-136.8pp |
| Employer contribution / active EE | $2,955 | $3,537-16.5% | $4,857-39.2% | $2,670+10.7% |
| Participant deferral / active EE | $6,728 | $6,405+5.0% | $7,759-13.3% | $4,126+63.1% |
| Admin fee / account holder | $2,333 | $6,977-66.6% | $10,764-78.3% | $5,651-58.7% |