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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 | $44,129 | $81,446-45.8% | $103,374-57.3% | $80,874-45.4% |
| Participation rate | 76.1% | 66.9%+9.2pp | 74.5%+1.6pp | 67.6%+8.4pp |
| Annual return | 11.81% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,977 | $3,107-36.4% | $3,869-48.9% | $2,756-28.3% |
| Participant deferral / active EE | $2,606 | $3,870-32.7% | $5,058-48.5% | $4,297-39.4% |
| Admin fee / account holder | $1,985 | $6,715-70.4% | $8,394-76.4% | $6,935-71.4% |