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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 | $62,777 | $101,795-38.3% | $165,100-62.0% | $80,959-22.5% |
| Participation rate | 87.3% | 71.8%+15.4pp | 78.6%+8.6pp | 67.7%+19.6pp |
| Annual return | 15.93% | 16.73%-0.8pp | 70.21%-54.3pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,158 | $2,954-26.9% | $4,348-50.4% | $2,757-21.7% |
| Participant deferral / active EE | $4,250 | $4,476-5.0% | $6,035-29.6% | $4,300-1.2% |
| Admin fee / account holder | $2,361 | $8,221-71.3% | $12,696-81.4% | $6,925-65.9% |