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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 | $22,950 | $93,063-75.3% | $153,476-85.0% | $80,911-71.6% |
| Participation rate | 94.7% | 69.0%+25.8pp | 77.1%+17.7pp | 67.6%+27.1pp |
| Annual return | 16.87% | 19.95%-3.1pp | 15.66%+1.2pp | 35.63%-18.8pp |
| Employer contribution / active EE | $2,268 | $3,507-35.3% | $5,038-55.0% | $2,756-17.7% |
| Participant deferral / active EE | $3,738 | $5,180-27.8% | $6,759-44.7% | $4,297-13.0% |
| Admin fee / account holder | $1,377 | $8,891-84.5% | $12,729-89.2% | $6,935-80.1% |