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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 | $61,826 | $146,267-57.7% | $197,124-68.6% | $82,448-25.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 86.7%0pp | 68.1%+18.6pp |
| Annual return | 19.76% | 29.61%-9.9pp | 44.34%-24.6pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,997 | $4,723-57.7% | $6,227-67.9% | $2,551-21.7% |
| Participant deferral / active EE | $3,413 | $7,035-51.5% | $9,135-62.6% | $4,139-17.6% |
| Admin fee / account holder | $6,184 | $14,422-57.1% | $16,298-62.1% | $7,234-14.5% |