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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 | $68,657 | $96,731-29.0% | $123,973-44.6% | $86,983-21.1% |
| Participation rate | 72.0% | 70.0%+2.0pp | 76.7%-4.6pp | 69.5%+2.5pp |
| Annual return | 13.73% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,944 | $3,297-41.0% | $4,126-52.9% | $2,584-24.8% |
| Participant deferral / active EE | $3,743 | $4,152-9.8% | $5,247-28.7% | $4,194-10.7% |
| Admin fee / account holder | $1,475 | $8,722-83.1% | $11,799-87.5% | $7,856-81.2% |