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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 | $39,992 | $97,550-59.0% | $120,344-66.8% | $87,485-54.3% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.7%-1.7pp | 68.9%+6.1pp |
| Annual return | 14.49% | 18.41%-3.9pp | 20.30%-5.8pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,077 | $2,291-53.0% | $3,020-64.3% | $2,596-58.5% |
| Participant deferral / active EE | $4,555 | $4,230+7.7% | $5,135-11.3% | $4,274+6.6% |
| Admin fee / account holder | $1,158 | $9,543-87.9% | $12,742-90.9% | $7,775-85.1% |