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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 | $41,305 | $86,949-52.5% | $102,460-59.7% | $80,959-49.0% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.7%+21.6pp |
| Annual return | 14.18% | 18.89%-4.7pp | 29.47%-15.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,803 | $2,370-23.9% | $3,025-40.4% | $2,757-34.6% |
| Participant deferral / active EE | $3,239 | $4,121-21.4% | $5,056-35.9% | $4,300-24.7% |
| Admin fee / account holder | $15,798 | $8,048+96.3% | $9,460+67.0% | $6,925+128.1% |