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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 | $65,112 | $77,908-16.4% | $149,696-56.5% | $75,173-13.4% |
| Participation rate | 93.9% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 15.35% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,722 | $3,138-45.1% | $4,821-64.3% | $2,671-35.5% |
| Participant deferral / active EE | $3,610 | $3,411+5.8% | $5,682-36.5% | $4,126-12.5% |
| Admin fee / account holder | $4,437 | $5,950-25.4% | $13,212-66.4% | $5,651-21.5% |