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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 | $62,326 | $93,345-33.2% | $119,126-47.7% | $87,485-28.8% |
| Participation rate | 86.4% | 68.7%+17.6pp | 75.8%+10.6pp | 68.9%+17.4pp |
| Annual return | 15.82% | 19.08%-3.3pp | 282.11%-266.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,638 | $3,172-16.8% | $4,034-34.6% | $2,596+1.6% |
| Participant deferral / active EE | $3,994 | $4,099-2.6% | $5,318-24.9% | $4,274-6.5% |
| Admin fee / account holder | $19,214 | $8,039+139.0% | $10,693+79.7% | $7,775+147.1% |