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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 | $51,626 | $89,367-42.2% | $141,191-63.4% | $72,975-29.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 23.42% | 111.87%-88.4pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,022 | $3,115-35.1% | $4,736-57.3% | $2,440-17.1% |
| Participant deferral / active EE | $3,902 | $5,419-28.0% | $6,710-41.9% | $3,608+8.2% |
| Admin fee / account holder | $1,394 | $5,957-76.6% | $10,264-86.4% | $5,124-72.8% |