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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 | $72,934 | $124,425-41.4% | $112,040-34.9% | $137,256-46.9% |
| Participation rate | 79.2% | 79.3%-0.1pp | 76.5%+2.7pp | 80.0%-0.8pp |
| Annual return | 16.00% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,280 | $3,411-62.5% | $2,954-56.7% | $4,156-69.2% |
| Participant deferral / active EE | $3,557 | $5,718-37.8% | $5,098-30.2% | $6,407-44.5% |
| Admin fee / account holder | $2,306 | $15,207-84.8% | $12,098-80.9% | $12,270-81.2% |