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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 | $40,068 | $106,524-62.4% | $152,301-73.7% | $87,485-54.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 14.47% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,726 | $3,371-19.1% | $4,624-41.1% | $2,596+5.0% |
| Participant deferral / active EE | $3,804 | $6,525-41.7% | $8,004-52.5% | $4,274-11.0% |
| Admin fee / account holder | $1,832 | $8,287-77.9% | $14,398-87.3% | $7,775-76.4% |