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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 | $72,381 | $91,198-20.6% | $178,503-59.5% | $79,856-9.4% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 12.17% | 24.20%-12.0pp | 151.12%-139.0pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,888 | $3,257-42.0% | $5,011-62.3% | $2,471-23.6% |
| Participant deferral / active EE | $5,189 | $3,237+60.3% | $5,202-0.2% | $3,741+38.7% |
| Admin fee / account holder | $408 | $6,748-94.0% | $13,987-97.1% | $5,306-92.3% |