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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 | $63,413 | $43,344+46.3% | $59,899+5.9% | $64,173-1.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 74.7%+15.3pp | 69.6%+20.4pp |
| Annual return | 13.23% | -1.55%+14.8pp | 3.46%+9.8pp | 7.63%+5.6pp |
| Employer contribution / active EE | $1,750 | $2,030-13.8% | $2,723-35.7% | $2,381-26.5% |
| Participant deferral / active EE | $3,157 | $2,547+23.9% | $3,402-7.2% | $3,470-9.0% |
| Admin fee / account holder | $24,432 | $3,008+712.2% | $3,592+580.1% | $4,887+399.9% |