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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 | $32,118 | $93,064-65.5% | $74,577-56.9% | $273,972-88.3% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 9.20% | 26.18%-17.0pp | 20.47%-11.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,229 | $3,160-29.5% | $2,525-11.7% | $4,869-54.2% |
| Participant deferral / active EE | $6,010 | $4,160+44.5% | $3,458+73.8% | $5,287+13.7% |
| Admin fee / account holder | $2,074 | $5,273-60.7% | $4,138-49.9% | $10,133-79.5% |