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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 | $30,690 | $81,233-62.2% | $155,567-80.3% | $80,874-62.1% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 15.20% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,200 | $3,101-29.0% | $4,674-52.9% | $2,756-20.1% |
| Participant deferral / active EE | $3,187 | $3,452-7.7% | $5,628-43.4% | $4,297-25.8% |
| Admin fee / account holder | $4,572 | $7,998-42.8% | $15,916-71.3% | $6,935-34.1% |