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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 | $20,675 | $39,534-47.7% | $46,225-55.3% | $62,881-67.1% |
| Participation rate | 92.0% | 74.6%+17.5pp | 79.5%+12.5pp | 69.3%+22.7pp |
| Annual return | 7.34% | 8.93%-1.6pp | 7.57%-0.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,820 | $2,646-31.2% | $3,424-46.8% | $2,281-20.2% |
| Participant deferral / active EE | $2,717 | $2,681+1.3% | $3,776-28.1% | $3,203-15.2% |
| Admin fee / account holder | $3,263 | $2,464+32.4% | $3,519-7.3% | $4,296-24.0% |