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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 | $35,688 | $91,198-60.9% | $178,503-80.0% | $79,856-55.3% |
| Participation rate | 74.2% | 69.2%+5.0pp | 81.9%-7.7pp | 69.6%+4.6pp |
| Annual return | 14.11% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,915 | $3,257-41.2% | $5,011-61.8% | $2,471-22.5% |
| Participant deferral / active EE | $3,412 | $3,237+5.4% | $5,202-34.4% | $3,741-8.8% |
| Admin fee / account holder | $2,881 | $6,748-57.3% | $13,987-79.4% | $5,306-45.7% |