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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 | $32,026 | $59,440-46.1% | $78,004-58.9% | $82,637-61.2% |
| Participation rate | 96.3% | 62.8%+33.4pp | 69.4%+26.8pp | 68.1%+28.2pp |
| Annual return | 18.34% | 40.24%-21.9pp | 31.07%-12.7pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,930 | $1,750+10.2% | $2,469-21.8% | $2,552-24.4% |
| Participant deferral / active EE | $3,375 | $3,138+7.5% | $4,092-17.5% | $4,126-18.2% |
| Admin fee / account holder | $1,268 | $5,504-77.0% | $7,578-83.3% | $7,339-82.7% |