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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 | $47,839 | $106,864-55.2% | $147,318-67.5% | $82,637-42.1% |
| Participation rate | 84.7% | 75.5%+9.2pp | 82.1%+2.7pp | 68.1%+16.7pp |
| Annual return | 15.84% | 27.49%-11.6pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,356 | $3,417-31.1% | $4,593-48.7% | $2,552-7.7% |
| Participant deferral / active EE | $3,464 | $6,496-46.7% | $7,906-56.2% | $4,126-16.0% |
| Admin fee / account holder | $1,327 | $8,415-84.2% | $13,708-90.3% | $7,339-81.9% |