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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 | $13,361 | $51,222-73.9% | $70,544-81.1% | $75,173-82.2% |
| Participation rate | 84.8% | 61.0%+23.8pp | 68.4%+16.4pp | 67.2%+17.6pp |
| Annual return | 31.87% | 30.06%+1.8pp | 32.79%-0.9pp | 160.72%-128.9pp |
| Employer contribution / active EE | $1,340 | $1,827-26.7% | $2,976-55.0% | $2,671-49.8% |
| Participant deferral / active EE | $2,653 | $2,850-6.9% | $4,568-41.9% | $4,126-35.7% |
| Admin fee / account holder | $2,446 | $4,096-40.3% | $6,427-61.9% | $5,651-56.7% |