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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 | $30,484 | $68,880-55.7% | $120,580-74.7% | $80,959-62.3% |
| Participation rate | 85.2% | 61.7%+23.5pp | 72.0%+13.2pp | 67.7%+17.5pp |
| Annual return | 10.94% | 23.68%-12.7pp | 107.48%-96.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $3,723 | $2,066+80.2% | $3,469+7.3% | $2,757+35.0% |
| Participant deferral / active EE | $5,891 | $3,191+84.6% | $4,995+17.9% | $4,300+37.0% |
| Admin fee / account holder | $4,648 | $5,785-19.7% | $9,418-50.7% | $6,925-32.9% |