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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 | $25,674 | $81,476-68.5% | $102,383-74.9% | $80,925-68.3% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 14.79% | 25.59%-10.8pp | 24.94%-10.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $9,060 | $3,105+191.8% | $3,870+134.1% | $2,756+228.7% |
| Participant deferral / active EE | $2,575 | $3,871-33.5% | $5,060-49.1% | $4,299-40.1% |
| Admin fee / account holder | $3,330 | $6,717-50.4% | $8,391-60.3% | $6,940-52.0% |