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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 | $54,019 | $58,523-7.7% | $99,475-45.7% | $72,975-26.0% |
| Participation rate | 87.1% | 64.6%+22.4pp | 73.8%+13.2pp | 69.5%+17.6pp |
| Annual return | 20.49% | 28.51%-8.0pp | 30.72%-10.2pp | 81.01%-60.5pp |
| Employer contribution / active EE | $692 | $1,512-54.2% | $2,540-72.8% | $2,440-71.6% |
| Participant deferral / active EE | $2,051 | $2,606-21.3% | $3,619-43.3% | $3,608-43.1% |
| Admin fee / account holder | $1,562 | $4,102-61.9% | $6,252-75.0% | $5,124-69.5% |