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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 | $32,033 | $72,177-55.6% | $115,037-72.2% | $59,633-46.3% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | 13.76% | 12.02%+1.7pp | 26.14%-12.4pp | 2041.40%-2027.6pp |
| Employer contribution / active EE | $2,037 | $2,841-28.3% | $4,608-55.8% | $2,203-7.5% |
| Participant deferral / active EE | $4,511 | $4,783-5.7% | $6,026-25.1% | $3,192+41.3% |
| Admin fee / account holder | $601 | $4,927-87.8% | $8,175-92.6% | $4,297-86.0% |