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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 | $33,213 | $93,617-64.5% | $135,982-75.6% | $75,177-55.8% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 20.77% | 30.89%-10.1pp | 68.32%-47.6pp | 160.75%-140.0pp |
| Employer contribution / active EE | $1,886 | $3,538-46.7% | $4,859-61.2% | $2,671-29.4% |
| Participant deferral / active EE | $3,739 | $6,406-41.6% | $7,760-51.8% | $4,126-9.4% |
| Admin fee / account holder | $426 | $6,980-93.9% | $10,767-96.0% | $5,651-92.5% |