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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 | $43,099 | $80,992-46.8% | $96,534-55.4% | $75,173-42.7% |
| Participation rate | 91.1% | 71.8%+19.3pp | 76.0%+15.1pp | 67.2%+23.9pp |
| Annual return | 17.36% | 27.05%-9.7pp | 25.88%-8.5pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,427 | $2,283+6.3% | $2,965-18.1% | $2,671-9.1% |
| Participant deferral / active EE | $6,910 | $3,929+75.8% | $4,851+42.4% | $4,126+67.5% |
| Admin fee / account holder | $2,405 | $6,717-64.2% | $8,253-70.9% | $5,651-57.4% |