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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 | $26,431 | $90,509-70.8% | $78,693-66.4% | $273,968-90.4% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 5.51% | 75.61%-70.1pp | 62.18%-56.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,772 | $3,175-12.7% | $2,850-2.8% | $4,869-43.1% |
| Participant deferral / active EE | $1,893 | $3,901-51.5% | $3,517-46.2% | $5,287-64.2% |
| Admin fee / account holder | $2,320 | $5,264-55.9% | $4,511-48.6% | $10,132-77.1% |