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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 | $28,350 | $76,551-63.0% | $123,894-77.1% | $62,881-54.9% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 8.13% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $464 | $2,882-83.9% | $4,617-90.0% | $2,281-79.7% |
| Participant deferral / active EE | $9,466 | $4,840+95.6% | $5,984+58.2% | $3,203+195.5% |
| Admin fee / account holder | $826 | $4,826-82.9% | $8,357-90.1% | $4,296-80.8% |