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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 | $18,466 | $76,407-75.8% | $150,298-87.7% | $82,448-77.6% |
| Participation rate | 88.1% | 66.4%+21.7pp | 77.8%+10.3pp | 68.1%+20.0pp |
| Annual return | 17.96% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,352 | $2,614-10.0% | $4,154-43.4% | $2,551-7.8% |
| Participant deferral / active EE | $5,564 | $3,214+73.1% | $5,453+2.0% | $4,139+34.4% |
| Admin fee / account holder | $3,275 | $6,352-48.4% | $14,116-76.8% | $7,234-54.7% |