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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 | $59,683 | $77,920-23.4% | $149,723-60.1% | $75,177-20.6% |
| Participation rate | 95.3% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.1pp |
| Annual return | 20.49% | 31.72%-11.2pp | 134.50%-114.0pp | 160.75%-140.3pp |
| Employer contribution / active EE | $1,590 | $3,138-49.3% | $4,821-67.0% | $2,671-40.5% |
| Participant deferral / active EE | $4,539 | $3,411+33.1% | $5,682-20.1% | $4,126+10.0% |
| Admin fee / account holder | $529 | $5,951-91.1% | $13,215-96.0% | $5,651-90.6% |