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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 | $59,682 | $64,359-7.3% | $90,161-33.8% | $70,126-14.9% |
| Participation rate | 72.1% | 70.4%+1.7pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 21.72% | 28.13%-6.4pp | 34.89%-13.2pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,446 | $4,389+115.2% | $5,287+78.7% | $3,332+183.5% |
| Admin fee / account holder | $2,081 | $3,945-47.2% | $5,943-65.0% | $4,645-55.2% |