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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 | $60,919 | $106,749-42.9% | $145,433-58.1% | $82,448-26.1% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 22.62% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,196 | $3,444-65.3% | $4,554-73.7% | $2,551-53.1% |
| Participant deferral / active EE | $11,316 | $6,519+73.6% | $7,897+43.3% | $4,139+173.4% |
| Admin fee / account holder | $2,837 | $8,390-66.2% | $13,129-78.4% | $7,234-60.8% |