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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 | $36,011 | $76,551-53.0% | $123,894-70.9% | $62,881-42.7% |
| Participation rate | 71.1% | 73.0%-1.9pp | 81.4%-10.3pp | 69.3%+1.8pp |
| Annual return | 22.80% | 18.68%+4.1pp | 47.52%-24.7pp | 20.14%+2.7pp |
| Employer contribution / active EE | $1,757 | $2,882-39.0% | $4,617-61.9% | $2,281-23.0% |
| Participant deferral / active EE | $3,521 | $4,840-27.3% | $5,984-41.2% | $3,203+9.9% |
| Admin fee / account holder | $3,425 | $4,826-29.0% | $8,357-59.0% | $4,296-20.3% |