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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 | $55,564 | $97,125-42.8% | $86,233-35.6% | $137,256-59.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 11.12% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,949 | $2,841-31.4% | $2,504-22.2% | $4,156-53.1% |
| Participant deferral / active EE | $2,978 | $5,180-42.5% | $4,559-34.7% | $6,407-53.5% |
| Admin fee / account holder | $1,091 | $9,725-88.8% | $8,342-86.9% | $12,270-91.1% |