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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 | $65,372 | $78,015-16.2% | $178,505-63.4% | $80,959-19.3% |
| Participation rate | 71.9% | 65.7%+6.2pp | 77.1%-5.2pp | 67.7%+4.2pp |
| Annual return | 12.91% | 18.10%-5.2pp | 27.16%-14.2pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,910 | $2,281-16.3% | $3,955-51.7% | $2,757-30.7% |
| Participant deferral / active EE | $1,470 | $4,406-66.6% | $6,280-76.6% | $4,300-65.8% |
| Admin fee / account holder | $20,220 | $7,160+182.4% | $10,428+93.9% | $6,925+192.0% |