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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 | $51,577 | $69,977-26.3% | $108,582-52.5% | $62,881-18.0% |
| Participation rate | 82.8% | 72.9%+9.9pp | 79.6%+3.2pp | 69.3%+13.5pp |
| Annual return | 6.30% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,551 | $2,135-27.4% | $3,758-58.7% | $2,281-32.0% |
| Participant deferral / active EE | $3,161 | $3,165-0.1% | $4,311-26.7% | $3,203-1.3% |
| Admin fee / account holder | $989 | $5,076-80.5% | $7,645-87.1% | $4,296-77.0% |