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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 | $35,920 | $81,504-55.9% | $102,437-64.9% | $80,959-55.6% |
| Participation rate | 76.9% | 66.9%+10.1pp | 74.5%+2.4pp | 67.7%+9.3pp |
| Annual return | 13.67% | 25.60%-11.9pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,164 | $3,104-30.3% | $3,871-44.1% | $2,757-21.5% |
| Participant deferral / active EE | $5,134 | $3,871+32.6% | $5,060+1.5% | $4,300+19.4% |
| Admin fee / account holder | $1,689 | $6,719-74.9% | $8,388-79.9% | $6,925-75.6% |