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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 | $29,020 | $58,627-50.5% | $76,735-62.2% | $82,448-64.8% |
| Participation rate | 84.0% | 63.2%+20.8pp | 69.5%+14.5pp | 68.1%+15.9pp |
| Annual return | 20.94% | 39.10%-18.2pp | 29.77%-8.8pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,611 | $1,729+51.0% | $2,454+6.4% | $2,551+2.4% |
| Participant deferral / active EE | $4,143 | $3,134+32.2% | $4,088+1.4% | $4,139+0.1% |
| Admin fee / account holder | $1,066 | $5,323-80.0% | $7,189-85.2% | $7,234-85.3% |