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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 | $34,715 | $60,349-42.5% | $74,184-53.2% | $62,881-44.8% |
| Participation rate | 72.0% | 72.7%-0.7pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 7.20% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $895 | $1,680-46.7% | $2,370-62.2% | $2,281-60.8% |
| Participant deferral / active EE | $2,957 | $2,856+3.5% | $3,550-16.7% | $3,203-7.7% |
| Admin fee / account holder | $4,482 | $4,261+5.2% | $5,586-19.8% | $4,296+4.3% |