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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 | $37,329 | $60,349-38.1% | $74,184-49.7% | $62,881-40.6% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.07% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $694 | $1,680-58.7% | $2,370-70.7% | $2,281-69.6% |
| Participant deferral / active EE | $3,247 | $2,856+13.7% | $3,550-8.5% | $3,203+1.4% |
| Admin fee / account holder | $471 | $4,261-88.9% | $5,586-91.6% | $4,296-89.0% |