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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 | $57,359 | $81,276-29.4% | $155,574-63.1% | $80,925-29.1% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 14.06% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,802 | $3,103+22.5% | $4,676-18.7% | $2,756+37.9% |
| Participant deferral / active EE | $5,270 | $3,453+52.6% | $5,629-6.4% | $4,299+22.6% |
| Admin fee / account holder | $2,750 | $7,993-65.6% | $15,914-82.7% | $6,940-60.4% |