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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 | $35,535 | $88,707-59.9% | $74,184-52.1% | $273,972-87.0% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 5.31% | 11.94%-6.6pp | 17.74%-12.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,570 | $3,159+13.0% | $2,370+50.6% | $4,869-26.7% |
| Participant deferral / active EE | $3,746 | $4,212-11.1% | $3,550+5.5% | $5,287-29.2% |
| Admin fee / account holder | $9,998 | $8,717+14.7% | $5,586+79.0% | $10,133-1.3% |