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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 | $32,690 | $99,345-67.1% | $84,753-61.4% | $273,972-88.1% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 3.36% | 22.93%-19.6pp | 22.78%-19.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $3,667 | $4,214-13.0% | $3,574+2.6% | $4,869-24.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,245 | $6,645-51.2% | $5,333-39.2% | $10,133-68.0% |