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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 | $39,021 | $79,955-51.2% | $98,461-60.4% | $75,173-48.1% |
| Participation rate | 78.8% | 70.4%+8.5pp | 75.2%+3.7pp | 67.2%+11.6pp |
| Annual return | 16.43% | 19.75%-3.3pp | 21.17%-4.7pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,249 | $2,264-44.8% | $3,049-59.0% | $2,671-53.2% |
| Participant deferral / active EE | $2,621 | $3,752-30.2% | $4,738-44.7% | $4,126-36.5% |
| Admin fee / account holder | $6,890 | $6,841+0.7% | $8,961-23.1% | $5,651+21.9% |