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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 | $53,497 | $93,064-42.5% | $74,577-28.3% | $273,972-80.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 6.18% | 26.18%-20.0pp | 20.47%-14.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,818 | $3,160-42.5% | $2,525-28.0% | $4,869-62.7% |
| Participant deferral / active EE | $12,274 | $4,160+195.0% | $3,458+254.9% | $5,287+132.1% |
| Admin fee / account holder | $1,687 | $5,273-68.0% | $4,138-59.2% | $10,133-83.3% |