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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 | $39,993 | $78,690-49.2% | $161,489-75.2% | $87,485-54.3% |
| Participation rate | 72.9% | 67.5%+5.5pp | 78.7%-5.8pp | 68.9%+4.0pp |
| Annual return | 17.00% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,878 | $2,588+11.2% | $4,268-32.6% | $2,596+10.8% |
| Participant deferral / active EE | $4,450 | $3,311+34.4% | $5,630-20.9% | $4,274+4.1% |
| Admin fee / account holder | $2,198 | $6,724-67.3% | $16,006-86.3% | $7,775-71.7% |