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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 | $35,663 | $58,627-39.2% | $76,735-53.5% | $82,448-56.7% |
| Participation rate | 87.2% | 63.2%+24.0pp | 69.5%+17.7pp | 68.1%+19.1pp |
| Annual return | 14.35% | 39.10%-24.8pp | 29.77%-15.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $654 | $1,729-62.2% | $2,454-73.3% | $2,551-74.4% |
| Participant deferral / active EE | $2,524 | $3,134-19.4% | $4,088-38.3% | $4,139-39.0% |
| Admin fee / account holder | $3,707 | $5,323-30.4% | $7,189-48.4% | $7,234-48.8% |