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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 | $31,414 | $37,446-16.1% | $77,552-59.5% | $79,856-60.7% |
| Participation rate | 84.0% | 41.5%+42.5pp | 54.2%+29.8pp | 69.6%+14.4pp |
| Annual return | 20.16% | 39.76%-19.6pp | 54.82%-34.7pp | 31.71%-11.6pp |
| Employer contribution / active EE | $977 | $637+53.3% | $987-1.0% | $2,471-60.5% |
| Participant deferral / active EE | $4,016 | $1,261+218.5% | $1,861+115.8% | $3,741+7.4% |
| Admin fee / account holder | $2,573 | $2,506+2.7% | $2,859-10.0% | $5,306-51.5% |