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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 | $73,260 | $101,795-28.0% | $165,100-55.6% | $80,959-9.5% |
| Participation rate | 78.4% | 71.8%+6.6pp | 78.6%-0.2pp | 67.7%+10.8pp |
| Annual return | 12.11% | 16.73%-4.6pp | 70.21%-58.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,846 | $2,954-37.5% | $4,348-57.6% | $2,757-33.1% |
| Participant deferral / active EE | $3,195 | $4,476-28.6% | $6,035-47.1% | $4,300-25.7% |
| Admin fee / account holder | $10,274 | $8,221+25.0% | $12,696-19.1% | $6,925+48.3% |