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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 | $29,598 | $48,078-38.4% | $78,676-62.4% | $62,881-52.9% |
| Participation rate | 81.5% | 65.2%+16.3pp | 73.6%+7.9pp | 69.3%+12.2pp |
| Annual return | 6.61% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,268 | $2,015+62.2% | $2,850+14.7% | $2,281+43.3% |
| Participant deferral / active EE | $2,165 | $2,587-16.3% | $3,517-38.4% | $3,203-32.4% |
| Admin fee / account holder | $1,776 | $3,206-44.6% | $4,510-60.6% | $4,296-58.7% |