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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 | $52,405 | $101,763-48.5% | $164,866-68.2% | $80,874-35.2% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 13.67% | 16.73%-3.1pp | 69.97%-56.3pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,046 | $2,954-30.7% | $4,343-52.9% | $2,756-25.7% |
| Participant deferral / active EE | $6,804 | $4,477+52.0% | $6,033+12.8% | $4,297+58.3% |
| Admin fee / account holder | $15,637 | $8,228+90.0% | $12,689+23.2% | $6,935+125.5% |