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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 | $61,917 | $87,059-28.9% | $105,608-41.4% | $80,925-23.5% |
| Participation rate | 80.3% | 70.4%+9.9pp | 75.3%+5.0pp | 67.7%+12.7pp |
| Annual return | 11.75% | 17.05%-5.3pp | 116.50%-104.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,385 | $2,396-42.2% | $3,167-56.3% | $2,756-49.7% |
| Participant deferral / active EE | $2,493 | $3,986-37.5% | $5,010-50.2% | $4,299-42.0% |
| Admin fee / account holder | $5,266 | $8,443-37.6% | $11,028-52.2% | $6,940-24.1% |