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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 | $62,266 | $95,453-34.8% | $112,040-44.4% | $82,448-24.5% |
| Participation rate | 70.8% | 72.8%-1.9pp | 76.5%-5.7pp | 68.1%+2.8pp |
| Annual return | 13.40% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,016 | $2,318-56.2% | $2,954-65.6% | $2,551-60.2% |
| Participant deferral / active EE | $1,992 | $4,224-52.8% | $5,098-60.9% | $4,139-51.9% |
| Admin fee / account holder | $6,314 | $9,013-29.9% | $12,098-47.8% | $7,234-12.7% |