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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 | $52,743 | $101,795-48.2% | $165,100-68.1% | $80,959-34.9% |
| Participation rate | 71.8% | 71.8%0pp | 78.6%-6.8pp | 67.7%+4.2pp |
| Annual return | 12.92% | 16.73%-3.8pp | 70.21%-57.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,565 | $2,954-13.1% | $4,348-41.0% | $2,757-7.0% |
| Participant deferral / active EE | $3,854 | $4,476-13.9% | $6,035-36.1% | $4,300-10.4% |
| Admin fee / account holder | $3,773 | $8,221-54.1% | $12,696-70.3% | $6,925-45.5% |