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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 | $52,281 | $108,825-52.0% | $156,181-66.5% | $82,448-36.6% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 17.78% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,496 | $2,870-47.9% | $4,294-65.2% | $2,551-41.3% |
| Participant deferral / active EE | $2,207 | $4,577-51.8% | $6,132-64.0% | $4,139-46.7% |
| Admin fee / account holder | $519 | $9,341-94.4% | $14,586-96.4% | $7,234-92.8% |