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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 | $41,842 | $72,272-42.1% | $101,264-58.7% | $79,858-47.6% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 14.48% | 22.30%-7.8pp | 46.48%-32.0pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,712 | $2,692-36.4% | $3,660-53.2% | $2,471-30.7% |
| Participant deferral / active EE | $2,932 | $3,282-10.7% | $4,370-32.9% | $3,740-21.6% |
| Admin fee / account holder | $496 | $4,401-88.7% | $5,947-91.7% | $5,306-90.6% |