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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 | $37,623 | $81,358-53.8% | $155,556-75.8% | $80,959-53.5% |
| Participation rate | 79.6% | 66.3%+13.4pp | 78.2%+1.4pp | 67.7%+12.0pp |
| Annual return | 15.94% | 33.39%-17.4pp | 64.84%-48.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,597 | $3,106-48.6% | $4,675-65.8% | $2,757-42.1% |
| Participant deferral / active EE | $2,737 | $3,455-20.8% | $5,631-51.4% | $4,300-36.4% |
| Admin fee / account holder | $985 | $7,994-87.7% | $15,885-93.8% | $6,925-85.8% |