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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 | $27,455 | $69,444-60.5% | $92,985-70.5% | $87,485-68.6% |
| Participation rate | 97.0% | 63.3%+33.7pp | 69.5%+27.5pp | 68.9%+28.0pp |
| Annual return | 13.12% | 23.85%-10.7pp | 27.99%-14.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $929 | $1,917-51.6% | $2,662-65.1% | $2,596-64.2% |
| Participant deferral / active EE | $4,778 | $3,364+42.0% | $4,377+9.2% | $4,274+11.8% |
| Admin fee / account holder | $8,855 | $6,137+44.3% | $9,463-6.4% | $7,775+13.9% |