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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 | $48,124 | $78,013-38.3% | $178,449-73.0% | $80,911-40.5% |
| Participation rate | 97.6% | 65.7%+31.9pp | 77.1%+20.5pp | 67.6%+30.0pp |
| Annual return | 10.78% | 18.07%-7.3pp | 27.09%-16.3pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,488 | $2,287-35.0% | $3,951-62.3% | $2,756-46.0% |
| Participant deferral / active EE | $4,133 | $4,408-6.2% | $6,277-34.1% | $4,297-3.8% |
| Admin fee / account holder | $1,552 | $7,166-78.3% | $10,362-85.0% | $6,935-77.6% |