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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 | $62,137 | $48,078+29.2% | $78,676-21.0% | $62,881-1.2% |
| Participation rate | 90.6% | 65.2%+25.4pp | 73.6%+17.1pp | 69.3%+21.3pp |
| Annual return | 6.51% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,424 | $2,587-45.0% | $3,517-59.5% | $3,203-55.6% |
| Admin fee / account holder | $2,184 | $3,206-31.9% | $4,510-51.6% | $4,296-49.2% |