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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 | $46,067 | $153,311-70.0% | $109,313-57.9% | $273,972-83.2% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 4.72% | 29.86%-25.1pp | 22.07%-17.3pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,971 | $5,619-64.9% | $3,892-49.3% | $4,869-59.5% |
| Participant deferral / active EE | $2,985 | $3,932-24.1% | $3,166-5.7% | $5,287-43.6% |
| Admin fee / account holder | $16,771 | $8,076+107.7% | $5,666+196.0% | $10,133+65.5% |