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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 | $88,242 | $106,524-17.2% | $152,301-42.1% | $87,485+0.9% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.4%+2.9pp | 68.9%+16.4pp |
| Annual return | 23.97% | 26.89%-2.9pp | 80.50%-56.5pp | 26.06%-2.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $30,900 | $6,525+373.6% | $8,004+286.1% | $4,274+623.1% |
| Admin fee / account holder | $22,049 | $8,287+166.1% | $14,398+53.1% | $7,775+183.6% |