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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 | $39,002 | $88,707-56.0% | $74,184-47.4% | $273,972-85.8% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 7.39% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,574 | $4,212-62.6% | $3,550-55.7% | $5,287-70.2% |
| Admin fee / account holder | $462 | $8,717-94.7% | $5,586-91.7% | $10,133-95.4% |