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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 | $39,432 | $106,864-63.1% | $147,318-73.2% | $82,637-52.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 18.92% | 27.49%-8.6pp | 70.43%-51.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,114 | $3,417-38.1% | $4,593-54.0% | $2,552-17.2% |
| Participant deferral / active EE | $6,368 | $6,496-2.0% | $7,906-19.5% | $4,126+54.3% |
| Admin fee / account holder | $3,930 | $8,415-53.3% | $13,708-71.3% | $7,339-46.4% |