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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 | $38,615 | $76,407-49.5% | $150,298-74.3% | $82,448-53.2% |
| Participation rate | 78.4% | 66.4%+12.0pp | 77.8%+0.7pp | 68.1%+10.4pp |
| Annual return | 19.33% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,307 | $2,614-11.8% | $4,154-44.5% | $2,551-9.6% |
| Participant deferral / active EE | $3,812 | $3,214+18.6% | $5,453-30.1% | $4,139-7.9% |
| Admin fee / account holder | $1,609 | $6,352-74.7% | $14,116-88.6% | $7,234-77.8% |