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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 | $54,331 | $101,795-46.6% | $165,100-67.1% | $80,959-32.9% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.0pp | 67.7%+24.0pp |
| Annual return | 17.81% | 16.73%+1.1pp | 70.21%-52.4pp | 35.67%-17.9pp |
| Employer contribution / active EE | $9,867 | $2,954+234.1% | $4,348+126.9% | $2,757+257.9% |
| Participant deferral / active EE | $5,499 | $4,476+22.9% | $6,035-8.9% | $4,300+27.9% |
| Admin fee / account holder | $4,144 | $8,221-49.6% | $12,696-67.4% | $6,925-40.2% |