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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 | $81,546 | $91,086-10.5% | $203,872-60.0% | $86,983-6.3% |
| Participation rate | 72.1% | 65.8%+6.2pp | 77.8%-5.7pp | 69.5%+2.5pp |
| Annual return | 17.28% | 22.30%-5.0pp | 85.11%-67.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $3,613 | $2,063+75.1% | $3,757-3.9% | $2,584+39.8% |
| Participant deferral / active EE | $6,889 | $4,019+71.4% | $6,388+7.8% | $4,194+64.3% |
| Admin fee / account holder | $3,898 | $8,987-56.6% | $11,730-66.8% | $7,856-50.4% |