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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 | $37,750 | $86,938-56.6% | $102,423-63.1% | $80,925-53.4% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.7%+25.2pp |
| Annual return | 13.23% | 18.89%-5.7pp | 29.42%-16.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,498 | $2,369-36.8% | $3,023-50.4% | $2,756-45.7% |
| Participant deferral / active EE | $4,029 | $4,120-2.2% | $5,054-20.3% | $4,299-6.3% |
| Admin fee / account holder | $850 | $8,053-89.4% | $9,455-91.0% | $6,940-87.8% |