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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 | $65,898 | $77,638-15.1% | $156,551-57.9% | $62,881+4.8% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 7.35% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,253 | $3,444+23.5% | $5,501-22.7% | $2,281+86.4% |
| Participant deferral / active EE | $4,864 | $3,046+59.7% | $4,871-0.2% | $3,203+51.8% |
| Admin fee / account holder | $6,331 | $5,561+13.8% | $13,028-51.4% | $4,296+47.4% |