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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 | $33,325 | $63,764-47.7% | $81,926-59.3% | $79,858-58.3% |
| Participation rate | 96.3% | 67.5%+28.8pp | 72.0%+24.3pp | 69.6%+26.7pp |
| Annual return | 11.93% | 22.66%-10.7pp | 29.49%-17.6pp | 31.72%-19.8pp |
| Employer contribution / active EE | $595 | $1,795-66.9% | $4,310-86.2% | $2,471-75.9% |
| Participant deferral / active EE | $3,840 | $2,780+38.1% | $7,108-46.0% | $3,740+2.7% |
| Admin fee / account holder | $7,957 | $4,426+79.8% | $5,159+54.2% | $5,306+50.0% |