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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 | $60,859 | $91,179-33.3% | $178,499-65.9% | $79,852-23.8% |
| Participation rate | 70.3% | 69.2%+1.1pp | 81.9%-11.7pp | 69.6%+0.6pp |
| Annual return | 13.37% | 24.19%-10.8pp | 151.10%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,059 | $3,256-36.8% | $5,011-58.9% | $2,471-16.7% |
| Participant deferral / active EE | $2,473 | $3,236-23.6% | $5,202-52.5% | $3,740-33.9% |
| Admin fee / account holder | $2,721 | $6,749-59.7% | $13,986-80.5% | $5,306-48.7% |