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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 | $39,938 | $81,504-51.0% | $102,437-61.0% | $80,959-50.7% |
| Participation rate | 76.2% | 66.9%+9.3pp | 74.5%+1.7pp | 67.7%+8.5pp |
| Annual return | 13.38% | 25.60%-12.2pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,403 | $3,104-22.6% | $3,871-37.9% | $2,757-12.8% |
| Participant deferral / active EE | $3,567 | $3,871-7.8% | $5,060-29.5% | $4,300-17.1% |
| Admin fee / account holder | $3,416 | $6,719-49.2% | $8,388-59.3% | $6,925-50.7% |