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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 | $30,326 | $58,848-48.5% | $88,179-65.6% | $82,637-63.3% |
| Participation rate | 83.8% | 57.9%+25.9pp | 69.1%+14.6pp | 68.1%+15.7pp |
| Annual return | 16.75% | 22.76%-6.0pp | 64.97%-48.2pp | 53.51%-36.8pp |
| Employer contribution / active EE | $5,546 | $1,678+230.4% | $2,549+117.5% | $2,552+117.3% |
| Participant deferral / active EE | $3,291 | $3,124+5.4% | $4,614-28.7% | $4,126-20.2% |
| Admin fee / account holder | $663 | $4,795-86.2% | $7,673-91.4% | $7,339-91.0% |