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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 | $52,569 | $88,672-40.7% | $105,223-50.0% | $82,448-36.2% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 18.39% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,532 | $3,048-16.9% | $3,689-31.4% | $2,551-0.7% |
| Participant deferral / active EE | $1,958 | $4,036-51.5% | $5,072-61.4% | $4,139-52.7% |
| Admin fee / account holder | $1,576 | $7,146-77.9% | $8,859-82.2% | $7,234-78.2% |