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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 | $26,648 | $81,504-67.3% | $102,437-74.0% | $80,959-67.1% |
| Participation rate | 73.7% | 66.9%+6.8pp | 74.5%-0.8pp | 67.7%+6.0pp |
| Annual return | 12.56% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,850 | $3,104-40.4% | $3,871-52.2% | $2,757-32.9% |
| Participant deferral / active EE | $2,444 | $3,871-36.9% | $5,060-51.7% | $4,300-43.2% |
| Admin fee / account holder | $4,760 | $6,719-29.2% | $8,388-43.2% | $6,925-31.3% |