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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 | $50,003 | $54,763-8.7% | $90,324-44.6% | $72,976-31.5% |
| Participation rate | 77.3% | 65.2%+12.1pp | 73.3%+4.0pp | 69.5%+7.8pp |
| Annual return | 21.59% | 30.63%-9.0pp | 78.15%-56.6pp | 81.02%-59.4pp |
| Employer contribution / active EE | $1,291 | $2,093-38.3% | $2,856-54.8% | $2,440-47.1% |
| Participant deferral / active EE | $2,206 | $2,887-23.6% | $3,885-43.2% | $3,608-38.8% |
| Admin fee / account holder | $1,658 | $3,973-58.3% | $5,356-69.0% | $5,124-67.6% |