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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 | $22,812 | $81,476-72.0% | $102,383-77.7% | $80,925-71.8% |
| Participation rate | 70.2% | 66.8%+3.4pp | 74.5%-4.3pp | 67.7%+2.6pp |
| Annual return | 24.99% | 25.59%-0.6pp | 24.94%+0.1pp | 35.65%-10.7pp |
| Employer contribution / active EE | $1,617 | $3,105-47.9% | $3,870-58.2% | $2,756-41.3% |
| Participant deferral / active EE | $2,699 | $3,871-30.3% | $5,060-46.6% | $4,299-37.2% |
| Admin fee / account holder | $985 | $6,717-85.3% | $8,391-88.3% | $6,940-85.8% |