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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 | $28,381 | $58,493-51.5% | $84,021-66.2% | $72,975-61.1% |
| Participation rate | 74.6% | 61.2%+13.4pp | 69.0%+5.6pp | 69.5%+5.1pp |
| Annual return | 21.44% | 28.93%-7.5pp | 71.32%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $794 | $1,163-31.7% | $1,984-60.0% | $2,440-67.5% |
| Participant deferral / active EE | $1,577 | $2,394-34.1% | $3,239-51.3% | $3,608-56.3% |
| Admin fee / account holder | $664 | $4,569-85.5% | $6,102-89.1% | $5,124-87.0% |