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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 | $52,318 | $69,977-25.2% | $108,582-51.8% | $62,881-16.8% |
| Participation rate | 91.2% | 72.9%+18.3pp | 79.6%+11.6pp | 69.3%+21.9pp |
| Annual return | 5.59% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,304 | $2,135-38.9% | $3,758-65.3% | $2,281-42.8% |
| Participant deferral / active EE | $2,640 | $3,165-16.6% | $4,311-38.8% | $3,203-17.6% |
| Admin fee / account holder | $3,342 | $5,076-34.2% | $7,645-56.3% | $4,296-22.2% |