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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 | $33,529 | $86,919-61.4% | $102,457-67.3% | $80,911-58.6% |
| Participation rate | 79.8% | 72.4%+7.4pp | 76.5%+3.3pp | 67.6%+12.1pp |
| Annual return | 15.40% | 18.90%-3.5pp | 29.41%-14.0pp | 35.63%-20.2pp |
| Employer contribution / active EE | $1,749 | $2,368-26.2% | $3,022-42.1% | $2,756-36.5% |
| Participant deferral / active EE | $3,156 | $4,119-23.4% | $5,054-37.6% | $4,297-26.6% |
| Admin fee / account holder | $12,048 | $8,049+49.7% | $9,451+27.5% | $6,935+73.7% |