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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 | $77,578 | $90,400-14.2% | $186,193-58.3% | $87,485-11.3% |
| Participation rate | 77.9% | 66.2%+11.7pp | 77.1%+0.8pp | 68.9%+9.0pp |
| Annual return | 13.94% | 22.15%-8.2pp | 78.03%-64.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,166 | $2,170-46.3% | $3,918-70.3% | $2,596-55.1% |
| Participant deferral / active EE | $3,803 | $4,330-12.2% | $6,513-41.6% | $4,274-11.0% |
| Admin fee / account holder | $14,406 | $8,673+66.1% | $11,058+30.3% | $7,775+85.3% |