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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 | $43,586 | $60,349-27.8% | $74,184-41.2% | $62,881-30.7% |
| Participation rate | 81.5% | 72.7%+8.8pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 6.62% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,856 | $1,680+10.4% | $2,370-21.7% | $2,281-18.6% |
| Participant deferral / active EE | $3,428 | $2,856+20.0% | $3,550-3.4% | $3,203+7.0% |
| Admin fee / account holder | $2,320 | $4,261-45.6% | $5,586-58.5% | $4,296-46.0% |