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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 | $93,345-44.1% | $119,126-56.2% | $87,485-40.3% |
| Participation rate | 78.8% | 68.7%+10.0pp | 75.8%+3.0pp | 68.9%+9.9pp |
| Annual return | 17.84% | 19.08%-1.2pp | 282.11%-264.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,536 | $3,172-51.6% | $4,034-61.9% | $2,596-40.8% |
| Participant deferral / active EE | $2,910 | $4,099-29.0% | $5,318-45.3% | $4,274-31.9% |
| Admin fee / account holder | $1,830 | $8,039-77.2% | $10,693-82.9% | $7,775-76.5% |