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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 | $51,316 | $65,367-21.5% | $92,915-44.8% | $72,976-29.7% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.0%+13.5pp | 69.5%+20.0pp |
| Annual return | 19.72% | 42.11%-22.4pp | 109.45%-89.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $2,589 | $2,594-0.2% | $3,653-29.1% | $2,440+6.1% |
| Participant deferral / active EE | $3,279 | $3,128+4.8% | $4,238-22.6% | $3,608-9.1% |
| Admin fee / account holder | $10,549 | $4,251+148.1% | $5,796+82.0% | $5,124+105.9% |