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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 | $47,443 | $106,749-55.6% | $145,433-67.4% | $82,448-42.5% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 17.24% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,121 | $3,444-38.4% | $4,554-53.4% | $2,551-16.8% |
| Participant deferral / active EE | $3,866 | $6,519-40.7% | $7,897-51.1% | $4,139-6.6% |
| Admin fee / account holder | $13,598 | $8,390+62.1% | $13,129+3.6% | $7,234+88.0% |