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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 | $32,840 | $83,485-60.7% | $125,180-73.8% | $72,983-55.0% |
| Participation rate | 88.4% | 73.3%+15.1pp | 79.8%+8.6pp | 69.5%+18.9pp |
| Annual return | 16.74% | 25.78%-9.0pp | 43.79%-27.1pp | 81.01%-64.3pp |
| Employer contribution / active EE | $5,201 | $2,346+121.8% | $3,866+34.6% | $2,440+113.2% |
| Participant deferral / active EE | $2,565 | $3,586-28.5% | $4,937-48.0% | $3,608-28.9% |
| Admin fee / account holder | $4,863 | $5,518-11.9% | $9,703-49.9% | $5,124-5.1% |