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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 | $52,197 | $88,672-41.1% | $105,223-50.4% | $82,448-36.7% |
| Participation rate | 78.8% | 67.9%+10.9pp | 75.0%+3.7pp | 68.1%+10.7pp |
| Annual return | 17.84% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,536 | $3,048-49.6% | $3,689-58.4% | $2,551-39.8% |
| Participant deferral / active EE | $2,910 | $4,036-27.9% | $5,072-42.6% | $4,139-29.7% |
| Admin fee / account holder | $1,830 | $7,146-74.4% | $8,859-79.3% | $7,234-74.7% |