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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 | $29,308 | $77,816-62.3% | $123,552-76.3% | $64,173-54.3% |
| Participation rate | 72.7% | 74.7%-2.0pp | 82.3%-9.6pp | 69.6%+3.2pp |
| Annual return | 10.55% | 12.49%-1.9pp | 119.20%-108.7pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,382 | $3,014-54.2% | $4,628-70.1% | $2,381-42.0% |
| Participant deferral / active EE | $3,541 | $5,240-32.4% | $6,426-44.9% | $3,470+2.1% |
| Admin fee / account holder | $824 | $5,519-85.1% | $9,285-91.1% | $4,887-83.2% |