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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 | $64,723 | $87,733-26.2% | $106,555-39.3% | $85,847-24.6% |
| Participation rate | 85.5% | 71.9%+13.6pp | 76.1%+9.4pp | 69.3%+16.2pp |
| Annual return | 22.10% | 21.86%+0.2pp | 26.80%-4.7pp | 318.61%-296.5pp |
| Employer contribution / active EE | $1,252 | $2,073-39.6% | $2,819-55.6% | $2,565-51.2% |
| Participant deferral / active EE | $2,906 | $3,469-16.2% | $4,399-33.9% | $3,952-26.5% |
| Admin fee / account holder | $1,816 | $6,767-73.2% | $7,408-75.5% | $6,261-71.0% |