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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 | $38,649 | $108,825-64.5% | $156,181-75.3% | $82,448-53.1% |
| Participation rate | 94.6% | 72.4%+22.2pp | 78.8%+15.8pp | 68.1%+26.5pp |
| Annual return | 13.82% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,259 | $2,870-56.1% | $4,294-70.7% | $2,551-50.6% |
| Participant deferral / active EE | $3,727 | $4,577-18.6% | $6,132-39.2% | $4,139-10.0% |
| Admin fee / account holder | $8,621 | $9,341-7.7% | $14,586-40.9% | $7,234+19.2% |