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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 | $47,828 | $55,902-14.4% | $76,030-37.1% | $80,959-40.9% |
| Participation rate | 73.0% | 62.1%+11.0pp | 69.1%+4.0pp | 67.7%+5.3pp |
| Annual return | 11.86% | 20.59%-8.7pp | 361.54%-349.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,729 | $1,867-7.4% | $2,688-35.7% | $2,757-37.3% |
| Participant deferral / active EE | $2,973 | $3,051-2.5% | $4,257-30.2% | $4,300-30.9% |
| Admin fee / account holder | $4,831 | $5,239-7.8% | $6,421-24.8% | $6,925-30.2% |