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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 | $38,201 | $87,166-56.2% | $76,735-50.2% | $137,256-72.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 16.64% | 26.50%-9.9pp | 29.77%-13.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,891 | $2,904-0.5% | $2,454+17.8% | $4,156-30.4% |
| Participant deferral / active EE | $4,998 | $4,726+5.7% | $4,088+22.3% | $6,407-22.0% |
| Admin fee / account holder | $337 | $8,403-96.0% | $7,189-95.3% | $12,270-97.3% |