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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 | $53,499 | $99,345-46.1% | $84,753-36.9% | $273,972-80.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.24% | 22.93%-16.7pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $8,052 | $4,214+91.1% | $3,574+125.3% | $4,869+65.4% |
| Participant deferral / active EE | $8,202 | $4,270+92.1% | $3,712+121.0% | $5,287+55.1% |
| Admin fee / account holder | $86,557 | $6,645+1202.5% | $5,333+1523.0% | $10,133+754.2% |