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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 | $60,152 | $71,230-15.6% | $93,727-35.8% | $80,959-25.7% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.7%+29.8pp |
| Annual return | 17.52% | 11.26%+6.3pp | 133.83%-116.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $5,618 | $1,565+258.9% | $2,421+132.0% | $2,757+103.8% |
| Participant deferral / active EE | $11,176 | $4,037+176.8% | $4,417+153.0% | $4,300+159.9% |
| Admin fee / account holder | $5,038 | $6,961-27.6% | $8,292-39.2% | $6,925-27.3% |