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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 | $54,267 | $89,367-39.3% | $141,191-61.6% | $72,975-25.6% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.5%-10.9pp | 69.5%+2.1pp |
| Annual return | 41.14% | 111.87%-70.7pp | 71.41%-30.3pp | 81.01%-39.9pp |
| Employer contribution / active EE | $1,771 | $3,115-43.1% | $4,736-62.6% | $2,440-27.4% |
| Participant deferral / active EE | $7,579 | $5,419+39.9% | $6,710+12.9% | $3,608+110.1% |
| Admin fee / account holder | $1,821 | $5,957-69.4% | $10,264-82.3% | $5,124-64.5% |