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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 | $47,357 | $106,864-55.7% | $147,318-67.9% | $82,637-42.7% |
| Participation rate | 74.4% | 75.5%-1.1pp | 82.1%-7.7pp | 68.1%+6.3pp |
| Annual return | 14.75% | 27.49%-12.7pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,318 | $3,417-61.4% | $4,593-71.3% | $2,552-48.4% |
| Participant deferral / active EE | $2,788 | $6,496-57.1% | $7,906-64.7% | $4,126-32.4% |
| Admin fee / account holder | $16,817 | $8,415+99.8% | $13,708+22.7% | $7,339+129.2% |