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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 | $41,716 | $69,273-39.8% | $90,796-54.1% | $82,637-49.5% |
| Participation rate | 93.8% | 64.0%+29.8pp | 69.5%+24.4pp | 68.1%+25.8pp |
| Annual return | 14.55% | 18.37%-3.8pp | 19.29%-4.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,237 | $1,865+19.9% | $2,294-2.5% | $2,552-12.4% |
| Participant deferral / active EE | $3,230 | $3,047+6.0% | $3,822-15.5% | $4,126-21.7% |
| Admin fee / account holder | $2,607 | $5,511-52.7% | $7,024-62.9% | $7,339-64.5% |