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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 | $27,885 | $72,486-61.5% | $87,103-68.0% | $72,976-61.8% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 21.65% | 24.46%-2.8pp | 28.19%-6.5pp | 81.02%-59.4pp |
| Employer contribution / active EE | $782 | $1,894-58.7% | $2,521-69.0% | $2,440-68.0% |
| Participant deferral / active EE | $2,158 | $3,270-34.0% | $4,049-46.7% | $3,608-40.2% |
| Admin fee / account holder | $2,560 | $5,055-49.3% | $7,491-65.8% | $5,124-50.0% |