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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 | $50,152 | $76,407-34.4% | $150,298-66.6% | $82,448-39.2% |
| Participation rate | 83.8% | 66.4%+17.4pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 14.83% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,241 | $2,614-52.5% | $4,154-70.1% | $2,551-51.4% |
| Participant deferral / active EE | $3,029 | $3,214-5.8% | $5,453-44.4% | $4,139-26.8% |
| Admin fee / account holder | $16,240 | $6,352+155.7% | $14,116+15.0% | $7,234+124.5% |