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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 | $39,695 | $35,183+12.8% | $73,550-46.0% | $70,126-43.4% |
| Participation rate | 90.2% | 42.9%+47.3pp | 54.9%+35.3pp | 69.5%+20.7pp |
| Annual return | 12.79% | 26.90%-14.1pp | -15.16%+28.0pp | 73.15%-60.4pp |
| Employer contribution / active EE | $962 | $709+35.7% | $1,219-21.1% | $2,343-58.9% |
| Participant deferral / active EE | $1,335 | $1,220+9.4% | $1,804-26.0% | $3,332-59.9% |
| Admin fee / account holder | $1,650 | $2,302-28.3% | $2,320-28.9% | $4,645-64.5% |