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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 | $51,396 | $172,111-70.1% | $150,298-65.8% | $137,256-62.6% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 21.65% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,059 | $4,636-55.6% | $4,154-50.4% | $4,156-50.4% |
| Participant deferral / active EE | $5,682 | $6,166-7.8% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $903 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |