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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 | $30,514 | $65,027-53.1% | $90,970-66.5% | $79,852-61.8% |
| Participation rate | 95.9% | 61.6%+34.3pp | 69.0%+26.9pp | 69.6%+26.3pp |
| Annual return | 11.50% | 30.45%-19.0pp | 134.58%-123.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,885 | $1,247+51.2% | $2,122-11.2% | $2,471-23.7% |
| Participant deferral / active EE | $3,931 | $2,512+56.5% | $3,373+16.5% | $3,740+5.1% |
| Admin fee / account holder | $1,777 | $4,535-60.8% | $5,960-70.2% | $5,306-66.5% |