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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 | $54,651 | $93,589-41.6% | $135,942-59.8% | $75,181-27.3% |
| Participation rate | 88.1% | 75.2%+12.9pp | 81.9%+6.2pp | 67.2%+20.9pp |
| Annual return | 22.69% | 30.90%-8.2pp | 68.28%-45.6pp | 160.69%-138.0pp |
| Employer contribution / active EE | $2,535 | $3,537-28.3% | $4,858-47.8% | $2,671-5.1% |
| Participant deferral / active EE | $10,165 | $6,405+58.7% | $7,759+31.0% | $4,126+146.4% |
| Admin fee / account holder | $1,727 | $6,977-75.2% | $10,764-84.0% | $5,650-69.4% |