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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 | $37,372 | $72,027-48.1% | $185,835-79.9% | $79,852-53.2% |
| Participation rate | 94.0% | 65.8%+28.3pp | 78.0%+16.0pp | 69.6%+24.4pp |
| Annual return | 15.08% | 23.13%-8.0pp | 35.96%-20.9pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,518 | $1,965-22.8% | $4,087-62.9% | $2,471-38.6% |
| Participant deferral / active EE | $2,851 | $3,780-24.6% | $5,633-49.4% | $3,740-23.8% |
| Admin fee / account holder | $540 | $4,513-88.0% | $9,502-94.3% | $5,306-89.8% |