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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 | $36,454 | $64,359-43.4% | $90,161-59.6% | $70,124-48.0% |
| Participation rate | 79.2% | 70.4%+8.8pp | 76.9%+2.4pp | 69.5%+9.7pp |
| Annual return | 16.20% | 28.13%-11.9pp | 34.89%-18.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,713 | $2,046-16.3% | $3,318-48.4% | $2,342-26.9% |
| Participant deferral / active EE | $4,135 | $4,389-5.8% | $5,287-21.8% | $3,332+24.1% |
| Admin fee / account holder | $798 | $3,945-79.8% | $5,943-86.6% | $4,645-82.8% |