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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 | $35,254 | $88,707-60.3% | $74,184-52.5% | $273,972-87.1% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 7.78% | 11.94%-4.2pp | 17.74%-10.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $923 | $3,159-70.8% | $2,370-61.1% | $4,869-81.1% |
| Participant deferral / active EE | $2,238 | $4,212-46.9% | $3,550-37.0% | $5,287-57.7% |
| Admin fee / account holder | $2,824 | $8,717-67.6% | $5,586-49.4% | $10,133-72.1% |