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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 | $30,593 | $60,442-49.4% | $96,754-68.4% | $87,485-65.0% |
| Participation rate | 97.2% | 58.7%+38.5pp | 70.3%+26.9pp | 68.9%+28.3pp |
| Annual return | 17.12% | 21.97%-4.9pp | 82.04%-64.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,374 | $1,691+40.4% | $2,679-11.4% | $2,596-8.5% |
| Participant deferral / active EE | $2,863 | $3,280-12.7% | $4,758-39.8% | $4,274-33.0% |
| Admin fee / account holder | $2,962 | $5,069-41.6% | $8,905-66.7% | $7,775-61.9% |