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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 | $67,144 | $77,814-13.7% | $158,223-57.6% | $86,983-22.8% |
| Participation rate | 79.2% | 68.4%+10.8pp | 79.2%0pp | 69.5%+9.7pp |
| Annual return | 12.14% | 30.54%-18.4pp | 52.09%-40.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $656 | $2,592-74.7% | $4,109-84.0% | $2,584-74.6% |
| Participant deferral / active EE | $4,683 | $3,270+43.2% | $5,467-14.3% | $4,194+11.7% |
| Admin fee / account holder | $14,119 | $5,879+140.2% | $16,047-12.0% | $7,856+79.7% |