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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 | $35,808 | $64,462-44.5% | $81,482-56.1% | $80,911-55.7% |
| Participation rate | 88.9% | 63.9%+25.0pp | 69.5%+19.4pp | 67.6%+21.2pp |
| Annual return | 36.05% | 16.35%+19.7pp | 24.79%+11.3pp | 35.63%+0.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,010 | $3,094+29.6% | $3,885+3.2% | $4,297-6.7% |
| Admin fee / account holder | $2,169 | $5,678-61.8% | $5,761-62.4% | $6,935-68.7% |