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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 | $33,286 | $76,551-56.5% | $123,894-73.1% | $62,881-47.1% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 9.17% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,590 | $2,882-10.1% | $4,617-43.9% | $2,281+13.6% |
| Participant deferral / active EE | $3,970 | $4,840-18.0% | $5,984-33.7% | $3,203+24.0% |
| Admin fee / account holder | $1,432 | $4,826-70.3% | $8,357-82.9% | $4,296-66.7% |