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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 | $36,949 | $101,302-63.5% | $149,600-75.3% | $82,637-55.3% |
| Participation rate | 88.9% | 72.5%+16.4pp | 77.2%+11.7pp | 68.1%+20.8pp |
| Annual return | 14.64% | 21.39%-6.8pp | 129.59%-115.0pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,064 | $3,099-33.4% | $4,193-50.8% | $2,552-19.1% |
| Participant deferral / active EE | $5,291 | $5,589-5.3% | $7,203-26.5% | $4,126+28.2% |
| Admin fee / account holder | $3,356 | $8,449-60.3% | $13,963-76.0% | $7,339-54.3% |