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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 | $62,214 | $83,485-25.5% | $125,195-50.3% | $72,976-14.7% |
| Participation rate | 93.0% | 73.3%+19.7pp | 79.8%+13.2pp | 69.5%+23.5pp |
| Annual return | 19.20% | 25.77%-6.6pp | 43.79%-24.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $4,606 | $2,346+96.4% | $3,866+19.1% | $2,440+88.8% |
| Participant deferral / active EE | $4,323 | $3,586+20.5% | $4,937-12.5% | $3,608+19.8% |
| Admin fee / account holder | $456 | $5,518-91.7% | $9,704-95.3% | $5,124-91.1% |