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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 | $31,313 | $106,864-70.7% | $147,318-78.7% | $82,637-62.1% |
| Participation rate | 78.8% | 75.5%+3.3pp | 82.1%-3.3pp | 68.1%+10.7pp |
| Annual return | 19.70% | 27.49%-7.8pp | 70.43%-50.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $2,709 | $3,417-20.7% | $4,593-41.0% | $2,552+6.1% |
| Participant deferral / active EE | $4,774 | $6,496-26.5% | $7,906-39.6% | $4,126+15.7% |
| Admin fee / account holder | $3,288 | $8,415-60.9% | $13,708-76.0% | $7,339-55.2% |