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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 | $28,419 | $81,504-65.1% | $102,437-72.3% | $80,959-64.9% |
| Participation rate | 81.1% | 66.9%+14.2pp | 74.5%+6.6pp | 67.7%+13.4pp |
| Annual return | 11.89% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,892 | $3,104-39.0% | $3,871-51.1% | $2,757-31.4% |
| Participant deferral / active EE | $4,449 | $3,871+14.9% | $5,060-12.1% | $4,300+3.5% |
| Admin fee / account holder | $3,504 | $6,719-47.9% | $8,388-58.2% | $6,925-49.4% |