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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 | $61,228 | $78,690-22.2% | $161,489-62.1% | $87,485-30.0% |
| Participation rate | 80.2% | 67.5%+12.8pp | 78.7%+1.5pp | 68.9%+11.3pp |
| Annual return | 14.59% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,725 | $2,588-33.4% | $4,268-59.6% | $2,596-33.6% |
| Participant deferral / active EE | $5,371 | $3,311+62.2% | $5,630-4.6% | $4,274+25.7% |
| Admin fee / account holder | $3,095 | $6,724-54.0% | $16,006-80.7% | $7,775-60.2% |