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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 | $33,786 | $87,733-61.5% | $106,554-68.3% | $85,851-60.6% |
| Participation rate | 76.5% | 71.9%+4.5pp | 76.1%+0.3pp | 69.3%+7.1pp |
| Annual return | 15.00% | 21.86%-6.9pp | 26.80%-11.8pp | 318.63%-303.6pp |
| Employer contribution / active EE | $2,130 | $2,073+2.8% | $2,819-24.4% | $2,565-17.0% |
| Participant deferral / active EE | $4,151 | $3,469+19.7% | $4,398-5.6% | $3,952+5.0% |
| Admin fee / account holder | $2,725 | $6,767-59.7% | $7,408-63.2% | $6,261-56.5% |