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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 | $36,297 | $86,050-57.8% | $189,758-80.9% | $94,015-61.4% |
| Participation rate | 90.2% | 68.9%+21.3pp | 79.8%+10.4pp | 70.8%+19.4pp |
| Annual return | 11.39% | 17.77%-6.4pp | 52.62%-41.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $2,345 | $2,819-16.8% | $4,767-50.8% | $2,790-16.0% |
| Participant deferral / active EE | $2,677 | $3,349-20.1% | $5,856-54.3% | $4,249-37.0% |
| Admin fee / account holder | $5,795 | $6,627-12.5% | $20,388-71.6% | $8,951-35.3% |