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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 | $77,001 | $97,648-21.1% | $121,663-36.7% | $87,485-12.0% |
| Participation rate | 72.9% | 70.5%+2.4pp | 74.5%-1.6pp | 68.9%+3.9pp |
| Annual return | 15.25% | 18.03%-2.8pp | 147.54%-132.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,039 | $3,923-22.5% | $4,887-37.8% | $4,274-28.9% |
| Admin fee / account holder | $8,709 | $11,100-21.5% | $14,289-39.1% | $7,775+12.0% |