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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 | $15,234 | $58,057-73.8% | $97,032-84.3% | $86,983-82.5% |
| Participation rate | 79.3% | 60.4%+18.9pp | 71.6%+7.7pp | 69.5%+9.8pp |
| Annual return | 21.70% | 22.26%-0.6pp | 35.38%-13.7pp | 25.83%-4.1pp |
| Employer contribution / active EE | $1,675 | $1,663+0.7% | $2,629-36.3% | $2,584-35.2% |
| Participant deferral / active EE | $3,141 | $3,244-3.2% | $4,672-32.8% | $4,194-25.1% |
| Admin fee / account holder | $1,070 | $4,839-77.9% | $9,418-88.6% | $7,856-86.4% |