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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 | $60,201 | $94,031-36.0% | $115,768-48.0% | $82,448-27.0% |
| Participation rate | 77.4% | 70.4%+7.0pp | 74.4%+3.0pp | 68.1%+9.4pp |
| Annual return | 17.67% | 20.61%-2.9pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,818 | $2,323+21.3% | $2,940-4.1% | $2,551+10.5% |
| Participant deferral / active EE | $3,526 | $3,972-11.2% | $4,917-28.3% | $4,139-14.8% |
| Admin fee / account holder | $2,634 | $10,249-74.3% | $12,439-78.8% | $7,234-63.6% |