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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 | $57,750 | $72,492-20.3% | $87,104-33.7% | $72,975-20.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 21.05% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,878 | $3,270+18.6% | $4,048-4.2% | $3,608+7.5% |
| Admin fee / account holder | $13,679 | $5,055+170.6% | $7,491+82.6% | $5,124+167.0% |