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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 | $30,317 | $106,749-71.6% | $145,433-79.2% | $82,448-63.2% |
| Participation rate | 70.6% | 75.6%-5.1pp | 82.1%-11.5pp | 68.1%+2.5pp |
| Annual return | 17.87% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,205 | $3,444-36.0% | $4,554-51.6% | $2,551-13.6% |
| Participant deferral / active EE | $4,389 | $6,519-32.7% | $7,897-44.4% | $4,139+6.0% |
| Admin fee / account holder | $882 | $8,390-89.5% | $13,129-93.3% | $7,234-87.8% |