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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 | $34,943 | $87,132-59.9% | $105,624-66.9% | $80,959-56.8% |
| Participation rate | 78.9% | 70.4%+8.5pp | 75.3%+3.7pp | 67.7%+11.3pp |
| Annual return | 11.81% | 17.03%-5.2pp | 116.20%-104.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,303 | $2,397-3.9% | $3,168-27.3% | $2,757-16.5% |
| Participant deferral / active EE | $4,668 | $3,985+17.1% | $5,013-6.9% | $4,300+8.5% |
| Admin fee / account holder | $1,722 | $8,449-79.6% | $10,961-84.3% | $6,925-75.1% |