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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 | $61,892 | $87,834-29.5% | $133,975-53.8% | $62,881-1.6% |
| Participation rate | 75.6% | 83.4%-7.7pp | 87.1%-11.4pp | 69.3%+6.3pp |
| Annual return | 7.59% | 12.05%-4.5pp | 29.29%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,315 | $3,482-62.2% | $5,211-74.8% | $2,281-42.3% |
| Participant deferral / active EE | $3,826 | $4,812-20.5% | $6,282-39.1% | $3,203+19.4% |
| Admin fee / account holder | $2,258 | $5,372-58.0% | $9,324-75.8% | $4,296-47.4% |