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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 | $11,579 | $43,075-73.1% | $74,583-84.5% | $62,891-81.6% |
| Participation rate | 76.9% | 58.1%+18.9pp | 68.1%+8.8pp | 69.3%+7.6pp |
| Annual return | 9.48% | 17.50%-8.0pp | 20.47%-11.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,857 | $1,498+24.0% | $2,525-26.5% | $2,281-18.6% |
| Participant deferral / active EE | $3,435 | $2,389+43.7% | $3,458-0.7% | $3,203+7.2% |
| Admin fee / account holder | $1,026 | $2,840-63.9% | $4,138-75.2% | $4,296-76.1% |