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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 | $54,436 | $101,795-46.5% | $165,100-67.0% | $80,959-32.8% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.7%+19.4pp |
| Annual return | 13.24% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $4,063 | $2,954+37.6% | $4,348-6.6% | $2,757+47.4% |
| Participant deferral / active EE | $12,447 | $4,476+178.1% | $6,035+106.2% | $4,300+189.4% |
| Admin fee / account holder | $17,711 | $8,221+115.4% | $12,696+39.5% | $6,925+155.7% |