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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 | $65,973 | $89,259-26.1% | $107,187-38.5% | $82,637-20.2% |
| Participation rate | 76.3% | 67.9%+8.4pp | 75.0%+1.3pp | 68.1%+8.3pp |
| Annual return | 15.81% | 21.02%-5.2pp | 204.55%-188.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,630 | $3,080-47.1% | $3,782-56.9% | $2,552-36.1% |
| Participant deferral / active EE | $5,191 | $4,037+28.6% | $5,096+1.9% | $4,126+25.8% |
| Admin fee / account holder | $2,952 | $7,381-60.0% | $9,162-67.8% | $7,339-59.8% |