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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 | $51,171 | $91,086-43.8% | $203,872-74.9% | $86,983-41.2% |
| Participation rate | 76.9% | 65.8%+11.1pp | 77.8%-0.9pp | 69.5%+7.4pp |
| Annual return | 16.25% | 22.30%-6.0pp | 85.11%-68.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $2,181 | $2,063+5.7% | $3,757-42.0% | $2,584-15.6% |
| Participant deferral / active EE | $4,046 | $4,019+0.7% | $6,388-36.7% | $4,194-3.5% |
| Admin fee / account holder | $4,028 | $8,987-55.2% | $11,730-65.7% | $7,856-48.7% |