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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 | $74,114 | $115,225-35.7% | $100,712-26.4% | $138,895-46.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 15.68% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,172 | $2,771-57.7% | $2,313-49.3% | $4,194-72.1% |
| Participant deferral / active EE | $3,417 | $4,699-27.3% | $4,085-16.4% | $6,396-46.6% |
| Admin fee / account holder | $3,122 | $10,844-71.2% | $9,256-66.3% | $12,562-75.1% |