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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 | $35,608 | $60,349-41.0% | $74,184-52.0% | $62,881-43.4% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 7.32% | 21.38%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $965 | $1,680-42.5% | $2,370-59.3% | $2,281-57.7% |
| Participant deferral / active EE | $6,315 | $2,856+121.1% | $3,550+77.9% | $3,203+97.2% |
| Admin fee / account holder | $5,769 | $4,261+35.4% | $5,586+3.3% | $4,296+34.3% |