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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 | $35,160 | $77,962-54.9% | $178,540-80.3% | $80,935-56.6% |
| Participation rate | 95.9% | 65.7%+30.3pp | 77.1%+18.8pp | 67.7%+28.3pp |
| Annual return | 14.92% | 18.10%-3.2pp | 27.15%-12.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $2,197 | $2,280-3.7% | $3,953-44.4% | $2,757-20.3% |
| Participant deferral / active EE | $6,201 | $4,404+40.8% | $6,281-1.3% | $4,299+44.2% |
| Admin fee / account holder | $3,289 | $7,156-54.0% | $10,424-68.5% | $6,924-52.5% |