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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 | $30,324 | $86,940-65.1% | $102,434-70.4% | $80,935-62.5% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.7%+18.1pp |
| Annual return | 12.40% | 18.89%-6.5pp | 29.46%-17.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,342 | $2,370-43.4% | $3,023-55.6% | $2,757-51.3% |
| Participant deferral / active EE | $3,522 | $4,121-14.5% | $5,055-30.3% | $4,299-18.1% |
| Admin fee / account holder | $1,050 | $8,047-86.9% | $9,462-88.9% | $6,924-84.8% |