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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 | $58,578 | $65,367-10.4% | $92,915-37.0% | $72,976-19.7% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.6pp |
| Annual return | 18.36% | 42.11%-23.7pp | 109.45%-91.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $1,098 | $2,594-57.7% | $3,653-69.9% | $2,440-55.0% |
| Participant deferral / active EE | $3,660 | $3,128+17.0% | $4,238-13.6% | $3,608+1.5% |
| Admin fee / account holder | $3,332 | $4,251-21.6% | $5,796-42.5% | $5,124-35.0% |