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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 | $45,626 | $67,602-32.5% | $82,312-44.6% | $70,126-34.9% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 16.14% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $5,714 | $1,755+225.6% | $2,428+135.3% | $2,343+143.9% |
| Participant deferral / active EE | $4,867 | $2,987+62.9% | $3,706+31.3% | $3,332+46.1% |
| Admin fee / account holder | $3,070 | $4,512-31.9% | $5,608-45.2% | $4,645-33.9% |