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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 | $56,641 | $124,425-54.5% | $112,040-49.4% | $137,256-58.7% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.5%+18.7pp | 80.0%+15.3pp |
| Annual return | 14.43% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,025 | $3,411-40.6% | $2,954-31.4% | $4,156-51.3% |
| Participant deferral / active EE | $3,050 | $5,718-46.7% | $5,098-40.2% | $6,407-52.4% |
| Admin fee / account holder | $2,441 | $15,207-83.9% | $12,098-79.8% | $12,270-80.1% |