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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 | $36,364 | $63,845-43.0% | $81,370-55.3% | $80,959-55.1% |
| Participation rate | 72.3% | 63.9%+8.4pp | 69.5%+2.7pp | 67.7%+4.6pp |
| Annual return | 11.08% | 16.37%-5.3pp | 24.85%-13.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,104 | $1,980-44.2% | $2,464-55.2% | $2,757-60.0% |
| Participant deferral / active EE | $2,638 | $3,093-14.7% | $3,885-32.1% | $4,300-38.7% |
| Admin fee / account holder | $1,384 | $5,688-75.7% | $5,749-75.9% | $6,925-80.0% |