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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 | $37,076 | $56,894-34.8% | $84,753-56.3% | $62,881-41.0% |
| Participation rate | 85.7% | 68.5%+17.2pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 16.89% | 6.30%+10.6pp | 22.78%-5.9pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,211 | $2,400-49.5% | $3,574-66.1% | $2,281-46.9% |
| Participant deferral / active EE | $2,409 | $2,709-11.1% | $3,712-35.1% | $3,203-24.8% |
| Admin fee / account holder | $1,155 | $3,581-67.7% | $5,333-78.3% | $4,296-73.1% |