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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 | $30,551 | $72,492-57.9% | $87,104-64.9% | $72,975-58.1% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 26.30% | 24.46%+1.8pp | 28.19%-1.9pp | 81.01%-54.7pp |
| Employer contribution / active EE | $1,725 | $1,894-8.9% | $2,521-31.6% | $2,440-29.3% |
| Participant deferral / active EE | $2,889 | $3,270-11.6% | $4,048-28.6% | $3,608-19.9% |
| Admin fee / account holder | $5,982 | $5,055+18.3% | $7,491-20.1% | $5,124+16.8% |