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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 | $34,733 | $56,054-38.0% | $171,082-79.7% | $62,881-44.8% |
| Participation rate | 77.4% | 62.9%+14.5pp | 76.7%+0.7pp | 69.3%+8.1pp |
| Annual return | 8.02% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,725 | $1,731+115.2% | $4,002-6.9% | $2,281+63.3% |
| Participant deferral / active EE | $7,299 | $3,158+131.1% | $4,797+52.1% | $3,203+127.9% |
| Admin fee / account holder | $1,035 | $3,647-71.6% | $8,520-87.9% | $4,296-75.9% |