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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 | $68,985 | $78,027-11.6% | $178,528-61.4% | $80,925-14.8% |
| Participation rate | 94.2% | 65.7%+28.6pp | 77.1%+17.1pp | 67.7%+26.6pp |
| Annual return | 12.15% | 18.09%-5.9pp | 27.11%-15.0pp | 35.65%-23.5pp |
| Employer contribution / active EE | $805 | $2,281-64.7% | $3,950-79.6% | $2,756-70.8% |
| Participant deferral / active EE | $4,072 | $4,408-7.6% | $6,278-35.1% | $4,299-5.3% |
| Admin fee / account holder | $2,475 | $7,168-65.5% | $10,419-76.2% | $6,940-64.3% |