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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 | $34,499 | $80,781-57.3% | $102,437-66.3% | $74,478-53.7% |
| Participation rate | 70.3% | 65.7%+4.7pp | 74.5%-4.2pp | 67.2%+3.1pp |
| Annual return | 13.72% | 27.58%-13.9pp | 24.95%-11.2pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,648 | $3,160-47.9% | $3,871-57.4% | $2,626-37.3% |
| Participant deferral / active EE | $3,818 | $3,862-1.1% | $5,060-24.6% | $4,350-12.2% |
| Admin fee / account holder | $2,656 | $2,372+12.0% | $8,388-68.3% | $1,946+36.5% |