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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 | $26,738 | $77,814-65.6% | $158,223-83.1% | $86,983-69.3% |
| Participation rate | 75.4% | 68.4%+6.9pp | 79.2%-3.8pp | 69.5%+5.8pp |
| Annual return | 18.21% | 30.54%-12.3pp | 52.09%-33.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $2,214 | $2,592-14.6% | $4,109-46.1% | $2,584-14.3% |
| Participant deferral / active EE | $4,190 | $3,270+28.2% | $5,467-23.4% | $4,194-0.1% |
| Admin fee / account holder | $3,509 | $5,879-40.3% | $16,047-78.1% | $7,856-55.3% |