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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 | $42,443 | $75,541-43.8% | $152,093-72.1% | $82,637-48.6% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.8%+14.3pp | 68.1%+24.0pp |
| Annual return | 20.72% | 32.56%-11.8pp | 66.36%-45.6pp | 53.51%-32.8pp |
| Employer contribution / active EE | $2,939 | $2,622+12.1% | $4,175-29.6% | $2,552+15.2% |
| Participant deferral / active EE | $4,016 | $3,206+25.3% | $5,451-26.3% | $4,126-2.7% |
| Admin fee / account holder | $1,421 | $6,405-77.8% | $14,497-90.2% | $7,339-80.6% |