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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 | $66,771 | $101,795-34.4% | $165,100-59.6% | $80,959-17.5% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.7%+16.1pp |
| Annual return | 11.38% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,374 | $2,954-19.6% | $4,348-45.4% | $2,757-13.9% |
| Participant deferral / active EE | $3,396 | $4,476-24.1% | $6,035-43.7% | $4,300-21.0% |
| Admin fee / account holder | $3,499 | $8,221-57.4% | $12,696-72.4% | $6,925-49.5% |