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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 | $73,490 | $89,259-17.7% | $107,187-31.4% | $82,637-11.1% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.3pp |
| Annual return | 17.08% | 21.02%-3.9pp | 204.55%-187.5pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,370 | $3,080-23.0% | $3,782-37.3% | $2,552-7.1% |
| Participant deferral / active EE | $5,660 | $4,037+40.2% | $5,096+11.1% | $4,126+37.2% |
| Admin fee / account holder | $4,336 | $7,381-41.3% | $9,162-52.7% | $7,339-40.9% |