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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 | $36,971 | $77,523-52.3% | $100,383-63.2% | $80,874-54.3% |
| Participation rate | 77.8% | 77.0%+0.8pp | 81.5%-3.7pp | 67.6%+10.1pp |
| Annual return | 15.02% | 37.21%-22.2pp | 49.26%-34.2pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,994 | $2,801-28.8% | $3,944-49.4% | $2,756-27.7% |
| Participant deferral / active EE | $6,803 | $6,822-0.3% | $8,086-15.9% | $4,297+58.3% |
| Admin fee / account holder | $799 | $5,899-86.5% | $7,900-89.9% | $6,935-88.5% |