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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 | $26,823 | $54,763-51.0% | $90,324-70.3% | $72,976-63.2% |
| Participation rate | 70.6% | 65.2%+5.4pp | 73.3%-2.7pp | 69.5%+1.1pp |
| Annual return | 23.67% | 30.63%-7.0pp | 78.15%-54.5pp | 81.02%-57.3pp |
| Employer contribution / active EE | $858 | $2,093-59.0% | $2,856-70.0% | $2,440-64.8% |
| Participant deferral / active EE | $1,786 | $2,887-38.1% | $3,885-54.0% | $3,608-50.5% |
| Admin fee / account holder | $5,498 | $3,973+38.4% | $5,356+2.7% | $5,124+7.3% |