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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 | $68,167 | $78,690-13.4% | $161,489-57.8% | $87,485-22.1% |
| Participation rate | 88.4% | 67.5%+20.9pp | 78.7%+9.7pp | 68.9%+19.4pp |
| Annual return | 17.67% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $7,355 | $2,588+184.2% | $4,268+72.3% | $2,596+183.3% |
| Participant deferral / active EE | $4,700 | $3,311+41.9% | $5,630-16.5% | $4,274+10.0% |
| Admin fee / account holder | $2,582 | $6,724-61.6% | $16,006-83.9% | $7,775-66.8% |