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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 | $21,016 | $74,535-71.8% | $100,712-79.1% | $82,637-74.6% |
| Participation rate | 85.2% | 61.2%+24.0pp | 69.3%+15.9pp | 68.1%+17.1pp |
| Annual return | 13.88% | 18.92%-5.0pp | 33.27%-19.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $945 | $1,503-37.1% | $2,313-59.2% | $2,552-63.0% |
| Participant deferral / active EE | $1,668 | $3,074-45.7% | $4,085-59.2% | $4,126-59.6% |
| Admin fee / account holder | $1,290 | $6,576-80.4% | $9,256-86.1% | $7,339-82.4% |