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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 | $60,781 | $105,200-42.2% | $159,474-61.9% | $85,847-29.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 21.13% | 45.08%-23.9pp | 263.68%-242.5pp | 318.61%-297.5pp |
| Employer contribution / active EE | $5,187 | $3,319+56.3% | $4,831+7.4% | $2,565+102.2% |
| Participant deferral / active EE | $5,723 | $5,946-3.8% | $7,353-22.2% | $3,952+44.8% |
| Admin fee / account holder | $12,052 | $6,934+73.8% | $10,802+11.6% | $6,261+92.5% |