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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 | $41,205 | $73,955-44.3% | $96,520-57.3% | $75,181-45.2% |
| Participation rate | 86.8% | 66.4%+20.4pp | 74.3%+12.5pp | 67.2%+19.6pp |
| Annual return | 14.12% | 26.72%-12.6pp | 35.72%-21.6pp | 160.69%-146.6pp |
| Employer contribution / active EE | $3,024 | $2,930+3.2% | $3,739-19.1% | $2,671+13.3% |
| Participant deferral / active EE | $2,003 | $3,659-45.3% | $4,879-58.9% | $4,126-51.5% |
| Admin fee / account holder | $2,086 | $5,217-60.0% | $6,733-69.0% | $5,650-63.1% |