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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 | $57,340 | $101,763-43.7% | $164,866-65.2% | $80,874-29.1% |
| Participation rate | 73.2% | 71.8%+1.3pp | 78.6%-5.4pp | 67.6%+5.5pp |
| Annual return | 11.98% | 16.73%-4.7pp | 69.97%-58.0pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,861 | $2,954-37.0% | $4,343-57.1% | $2,756-32.5% |
| Participant deferral / active EE | $6,139 | $4,477+37.1% | $6,033+1.8% | $4,297+42.9% |
| Admin fee / account holder | $1,007 | $8,228-87.8% | $12,689-92.1% | $6,935-85.5% |