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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 | $37,647 | $81,358-53.7% | $155,556-75.8% | $80,959-53.5% |
| Participation rate | 88.9% | 66.3%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 12.14% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,217 | $3,106-28.6% | $4,675-52.6% | $2,757-19.6% |
| Participant deferral / active EE | $1,079 | $3,455-68.8% | $5,631-80.8% | $4,300-74.9% |
| Admin fee / account holder | $1,266 | $7,994-84.2% | $15,885-92.0% | $6,925-81.7% |