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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 | $36,258 | $81,331-55.4% | $155,534-76.7% | $80,935-55.2% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 23.22% | 33.37%-10.2pp | 64.92%-41.7pp | 35.66%-12.4pp |
| Employer contribution / active EE | $2,429 | $3,105-21.8% | $4,675-48.0% | $2,757-11.9% |
| Participant deferral / active EE | $3,342 | $3,454-3.2% | $5,630-40.6% | $4,299-22.3% |
| Admin fee / account holder | $3,481 | $7,999-56.5% | $15,900-78.1% | $6,924-49.7% |