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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 | $29,536 | $43,075-31.4% | $74,577-60.4% | $62,881-53.0% |
| Participation rate | 97.0% | 58.1%+38.9pp | 68.1%+28.9pp | 69.3%+27.7pp |
| Annual return | 4.99% | 17.50%-12.5pp | 20.47%-15.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,415 | $1,498-5.5% | $2,525-44.0% | $2,281-38.0% |
| Participant deferral / active EE | $1,451 | $2,389-39.3% | $3,458-58.1% | $3,203-54.7% |
| Admin fee / account holder | $7,799 | $2,840+174.6% | $4,138+88.5% | $4,296+81.6% |