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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 | $41,829 | $72,177-42.0% | $115,038-63.6% | $59,633-29.9% |
| Participation rate | 77.9% | 72.6%+5.4pp | 81.4%-3.5pp | 68.7%+9.2pp |
| Annual return | 14.22% | 12.02%+2.2pp | 26.14%-11.9pp | 2041.45%-2027.2pp |
| Employer contribution / active EE | $2,355 | $2,841-17.1% | $4,608-48.9% | $2,203+6.9% |
| Participant deferral / active EE | $4,399 | $4,783-8.0% | $6,026-27.0% | $3,192+37.8% |
| Admin fee / account holder | $1,395 | $4,927-71.7% | $8,175-82.9% | $4,297-67.5% |