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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 | $63,354 | $78,015-18.8% | $178,505-64.5% | $80,959-21.7% |
| Participation rate | 86.0% | 65.7%+20.4pp | 77.1%+8.9pp | 67.7%+18.4pp |
| Annual return | 11.72% | 18.10%-6.4pp | 27.16%-15.4pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,900 | $2,281-16.7% | $3,955-52.0% | $2,757-31.1% |
| Participant deferral / active EE | $2,624 | $4,406-40.4% | $6,280-58.2% | $4,300-39.0% |
| Admin fee / account holder | $7,077 | $7,160-1.2% | $10,428-32.1% | $6,925+2.2% |