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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 | $42,558 | $56,287-24.4% | $80,977-47.4% | $62,881-32.3% |
| Participation rate | 72.7% | 68.9%+3.8pp | 75.8%-3.1pp | 69.3%+3.4pp |
| Annual return | 9.83% | 22.13%-12.3pp | 17.11%-7.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,198 | $1,943+64.6% | $3,715-13.9% | $2,281+40.2% |
| Participant deferral / active EE | $6,896 | $4,196+64.4% | $5,696+21.1% | $3,203+115.3% |
| Admin fee / account holder | $1,547 | $3,742-58.7% | $5,517-72.0% | $4,296-64.0% |