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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 | $55,394 | $72,273-23.4% | $101,275-45.3% | $79,856-30.6% |
| Participation rate | 93.9% | 68.5%+25.5pp | 75.8%+18.1pp | 69.6%+24.3pp |
| Annual return | 25.59% | 22.30%+3.3pp | 46.48%-20.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $7,335 | $2,691+172.6% | $3,660+100.4% | $2,471+196.8% |
| Participant deferral / active EE | $5,377 | $3,282+63.8% | $4,371+23.0% | $3,741+43.7% |
| Admin fee / account holder | $2,542 | $4,401-42.2% | $5,948-57.3% | $5,306-52.1% |