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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 | $31,198 | $51,202-39.1% | $70,548-55.8% | $75,181-58.5% |
| Participation rate | 94.6% | 61.0%+33.6pp | 68.3%+26.2pp | 67.2%+27.4pp |
| Annual return | 17.36% | 30.05%-12.7pp | 32.78%-15.4pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,971 | $1,827+7.9% | $2,975-33.7% | $2,671-26.2% |
| Participant deferral / active EE | $3,488 | $2,850+22.4% | $4,567-23.6% | $4,126-15.5% |
| Admin fee / account holder | $908 | $4,094-77.8% | $6,424-85.9% | $5,650-83.9% |