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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 | $52,248 | $81,208-35.7% | $98,916-47.2% | $79,858-34.6% |
| Participation rate | 89.6% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+19.9pp |
| Annual return | 10.66% | 60.99%-50.3pp | 196.45%-185.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,074 | $1,960+5.8% | $2,689-22.9% | $2,471-16.1% |
| Participant deferral / active EE | $4,345 | $3,265+33.1% | $4,245+2.4% | $3,740+16.2% |
| Admin fee / account holder | $2,587 | $6,013-57.0% | $6,642-61.0% | $5,306-51.2% |