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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 | $27,906 | $93,064-70.0% | $74,577-62.6% | $273,972-89.8% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 6.41% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $5,051 | $3,160+59.8% | $2,525+100.0% | $4,869+3.7% |
| Participant deferral / active EE | $3,928 | $4,160-5.6% | $3,458+13.6% | $5,287-25.7% |
| Admin fee / account holder | $1,698 | $5,273-67.8% | $4,138-59.0% | $10,133-83.2% |