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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 | $38,924 | $91,559-57.5% | $133,959-70.9% | $79,858-51.3% |
| Participation rate | 70.6% | 73.3%-2.8pp | 79.8%-9.3pp | 69.6%+1.0pp |
| Annual return | 18.54% | 61.85%-43.3pp | 45.09%-26.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $2,313 | $2,384-3.0% | $3,919-41.0% | $2,471-6.4% |
| Participant deferral / active EE | $4,737 | $3,734+26.9% | $5,047-6.1% | $3,740+26.7% |
| Admin fee / account holder | $2,619 | $6,321-58.6% | $8,928-70.7% | $5,306-50.6% |