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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 | $42,399 | $52,580-19.4% | $71,671-40.8% | $70,126-39.5% |
| Participation rate | 74.3% | 60.9%+13.4pp | 68.7%+5.6pp | 69.5%+4.8pp |
| Annual return | 15.57% | 20.25%-4.7pp | 20.65%-5.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $929 | $1,616-42.5% | $2,460-62.2% | $2,343-60.3% |
| Participant deferral / active EE | $1,886 | $2,386-21.0% | $3,438-45.2% | $3,332-43.4% |
| Admin fee / account holder | $2,547 | $3,653-30.3% | $5,558-54.2% | $4,645-45.2% |