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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 | $39,134 | $86,050-54.5% | $189,758-79.4% | $94,015-58.4% |
| Participation rate | 75.0% | 68.9%+6.1pp | 79.8%-4.8pp | 70.8%+4.2pp |
| Annual return | 15.61% | 17.77%-2.2pp | 52.62%-37.0pp | 17.84%-2.2pp |
| Employer contribution / active EE | $1,555 | $2,819-44.8% | $4,767-67.4% | $2,790-44.3% |
| Participant deferral / active EE | $6,320 | $3,349+88.7% | $5,856+7.9% | $4,249+48.7% |
| Admin fee / account holder | $3,540 | $6,627-46.6% | $20,388-82.6% | $8,951-60.5% |