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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 | $36,572 | $81,487-55.1% | $102,412-64.3% | $80,935-54.8% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.7%+14.5pp |
| Annual return | 26.02% | 25.60%+0.4pp | 24.94%+1.1pp | 35.66%-9.6pp |
| Employer contribution / active EE | $1,362 | $3,103-56.1% | $3,870-64.8% | $2,757-50.6% |
| Participant deferral / active EE | $2,271 | $3,871-41.3% | $5,060-55.1% | $4,299-47.2% |
| Admin fee / account holder | $2,633 | $6,717-60.8% | $8,388-68.6% | $6,924-62.0% |