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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 | $105,033 | $52,306+100.8% | $69,779+50.5% | $62,881+67.0% |
| Participation rate | 73.1% | 67.2%+5.9pp | 71.8%+1.3pp | 69.3%+3.8pp |
| Annual return | 9.23% | 13.35%-4.1pp | 12.99%-3.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,945 | $2,395+64.7% | $2,931+34.6% | $3,203+23.2% |
| Admin fee / account holder | $2,455 | $3,691-33.5% | $4,381-44.0% | $4,296-42.8% |