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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 | $48,414 | $114,013-57.5% | $103,693-53.3% | $155,188-68.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 19.73% | 49.31%-29.6pp | 47.61%-27.9pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,174 | $3,131-30.6% | $2,920-25.6% | $4,248-48.8% |
| Participant deferral / active EE | $5,336 | $4,970+7.4% | $4,579+16.5% | $6,531-18.3% |
| Admin fee / account holder | $3,329 | $8,407-60.4% | $7,858-57.6% | $14,480-77.0% |