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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 | $56,306 | $86,922-35.2% | $102,438-45.0% | $80,874-30.4% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 12.55% | 18.90%-6.4pp | 29.37%-16.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,158 | $2,369-51.1% | $3,024-61.7% | $2,756-58.0% |
| Participant deferral / active EE | $2,193 | $4,119-46.8% | $5,054-56.6% | $4,297-49.0% |
| Admin fee / account holder | $4,576 | $8,050-43.1% | $9,448-51.6% | $6,935-34.0% |