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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 | $63,773-43.0% | $81,286-55.3% | $80,925-55.1% |
| Participation rate | 72.3% | 63.9%+8.4pp | 69.5%+2.8pp | 67.7%+4.6pp |
| Annual return | 11.08% | 16.37%-5.3pp | 24.80%-13.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,104 | $1,979-44.2% | $2,463-55.2% | $2,756-59.9% |
| Participant deferral / active EE | $2,638 | $3,093-14.7% | $3,883-32.1% | $4,299-38.6% |
| Admin fee / account holder | $1,384 | $5,682-75.6% | $5,764-76.0% | $6,940-80.1% |