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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 | $52,452 | $73,978-29.1% | $96,515-45.7% | $75,173-30.2% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 14.79% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,667 | $2,931-9.0% | $3,740-28.7% | $2,671-0.2% |
| Participant deferral / active EE | $4,618 | $3,660+26.2% | $4,880-5.4% | $4,126+11.9% |
| Admin fee / account holder | $5,242 | $5,219+0.4% | $6,735-22.2% | $5,651-7.2% |