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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 | $27,397 | $81,457-66.4% | $103,378-73.5% | $80,911-66.1% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 16.17% | 25.58%-9.4pp | 24.91%-8.7pp | 35.63%-19.5pp |
| Employer contribution / active EE | $2,655 | $3,107-14.6% | $3,870-31.4% | $2,756-3.7% |
| Participant deferral / active EE | $3,154 | $3,871-18.5% | $5,058-37.6% | $4,297-26.6% |
| Admin fee / account holder | $2,373 | $6,717-64.7% | $8,401-71.8% | $6,935-65.8% |