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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 | $52,332 | $68,852-24.0% | $120,524-56.6% | $80,925-35.3% |
| Participation rate | 83.6% | 61.6%+21.9pp | 71.9%+11.6pp | 67.7%+15.9pp |
| Annual return | 14.17% | 23.67%-9.5pp | 107.36%-93.2pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,048 | $2,063-0.8% | $3,469-41.0% | $2,756-25.7% |
| Participant deferral / active EE | $2,804 | $3,187-12.0% | $4,994-43.8% | $4,299-34.8% |
| Admin fee / account holder | $2,551 | $5,781-55.9% | $9,440-73.0% | $6,940-63.2% |