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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 | $34,339 | $81,457-57.8% | $103,378-66.8% | $80,911-57.6% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 12.09% | 25.58%-13.5pp | 24.91%-12.8pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,101 | $3,107-32.4% | $3,870-45.7% | $2,756-23.8% |
| Participant deferral / active EE | $3,179 | $3,871-17.9% | $5,058-37.1% | $4,297-26.0% |
| Admin fee / account holder | $10,596 | $6,717+57.8% | $8,401+26.1% | $6,935+52.8% |