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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 | $72,382 | $83,369-13.2% | $105,223-31.2% | $67,986+6.5% |
| Participation rate | 78.9% | 56.3%+22.7pp | 75.0%+3.9pp | 57.2%+21.7pp |
| Annual return | 18.73% | 24.64%-5.9pp | 180.65%-161.9pp | 31.67%-12.9pp |
| Employer contribution / active EE | $2,240 | $2,541-11.9% | $3,689-39.3% | $2,019+10.9% |
| Participant deferral / active EE | $5,188 | $3,295+57.4% | $5,072+2.3% | $3,358+54.5% |
| Admin fee / account holder | $1,934 | $4,073-52.5% | $8,859-78.2% | $3,203-39.6% |