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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 | $56,869 | $68,852-17.4% | $120,524-52.8% | $80,925-29.7% |
| Participation rate | 86.3% | 61.6%+24.6pp | 71.9%+14.3pp | 67.7%+18.6pp |
| Annual return | 12.59% | 23.67%-11.1pp | 107.36%-94.8pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,897 | $2,063-8.0% | $3,469-45.3% | $2,756-31.2% |
| Participant deferral / active EE | $1,876 | $3,187-41.1% | $4,994-62.4% | $4,299-56.4% |
| Admin fee / account holder | $3,293 | $5,781-43.0% | $9,440-65.1% | $6,940-52.6% |