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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 | $39,993 | $76,407-47.7% | $150,298-73.4% | $82,448-51.5% |
| Participation rate | 72.9% | 66.4%+6.5pp | 77.8%-4.8pp | 68.1%+4.8pp |
| Annual return | 17.00% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,878 | $2,614+10.1% | $4,154-30.7% | $2,551+12.8% |
| Participant deferral / active EE | $4,450 | $3,214+38.5% | $5,453-18.4% | $4,139+7.5% |
| Admin fee / account holder | $2,198 | $6,352-65.4% | $14,116-84.4% | $7,234-69.6% |