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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 | $30,984 | $106,749-71.0% | $145,433-78.7% | $82,448-62.4% |
| Participation rate | 72.5% | 75.6%-3.1pp | 82.1%-9.6pp | 68.1%+4.5pp |
| Annual return | 19.34% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,096 | $3,444-10.1% | $4,554-32.0% | $2,551+21.4% |
| Participant deferral / active EE | $4,911 | $6,519-24.7% | $7,897-37.8% | $4,139+18.6% |
| Admin fee / account holder | $7,284 | $8,390-13.2% | $13,129-44.5% | $7,234+0.7% |