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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 | $37,762 | $106,864-64.7% | $147,318-74.4% | $82,637-54.3% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 14.84% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,971 | $3,417-13.0% | $4,593-35.3% | $2,552+16.4% |
| Participant deferral / active EE | $3,604 | $6,496-44.5% | $7,906-54.4% | $4,126-12.6% |
| Admin fee / account holder | $1,219 | $8,415-85.5% | $13,708-91.1% | $7,339-83.4% |