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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 | $33,376 | $75,541-55.8% | $152,093-78.1% | $82,637-59.6% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.8%+13.1pp | 68.1%+22.9pp |
| Annual return | 18.72% | 32.56%-13.8pp | 66.36%-47.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $3,491 | $2,622+33.1% | $4,175-16.4% | $2,552+36.8% |
| Participant deferral / active EE | $5,671 | $3,206+76.9% | $5,451+4.0% | $4,126+37.4% |
| Admin fee / account holder | $2,395 | $6,405-62.6% | $14,497-83.5% | $7,339-67.4% |