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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 | $32,593 | $72,177-54.8% | $115,038-71.7% | $59,633-45.3% |
| Participation rate | 74.3% | 72.6%+1.7pp | 81.4%-7.1pp | 68.7%+5.6pp |
| Annual return | 17.21% | 12.02%+5.2pp | 26.14%-8.9pp | 2041.45%-2024.2pp |
| Employer contribution / active EE | $1,685 | $2,841-40.7% | $4,608-63.4% | $2,203-23.5% |
| Participant deferral / active EE | $4,579 | $4,783-4.3% | $6,026-24.0% | $3,192+43.5% |
| Admin fee / account holder | $2,664 | $4,927-45.9% | $8,175-67.4% | $4,297-38.0% |