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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 | $55,646 | $68,573-18.9% | $120,368-53.8% | $80,874-31.2% |
| Participation rate | 85.7% | 61.6%+24.1pp | 71.9%+13.8pp | 67.6%+18.1pp |
| Annual return | 12.71% | 23.61%-10.9pp | 107.26%-94.5pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,886 | $2,052-8.1% | $3,465-45.6% | $2,756-31.5% |
| Participant deferral / active EE | $5,235 | $3,174+64.9% | $4,991+4.9% | $4,297+21.8% |
| Admin fee / account holder | $7,925 | $5,734+38.2% | $9,429-16.0% | $6,935+14.3% |