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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 | $70,678 | $91,167-22.5% | $178,498-60.4% | $79,858-11.5% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 11.38% | 24.19%-12.8pp | 151.09%-139.7pp | 31.72%-20.3pp |
| Employer contribution / active EE | $2,862 | $3,255-12.1% | $5,011-42.9% | $2,471+15.8% |
| Participant deferral / active EE | $2,814 | $3,236-13.0% | $5,202-45.9% | $3,740-24.8% |
| Admin fee / account holder | $1,208 | $6,747-82.1% | $13,985-91.4% | $5,306-77.2% |