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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 | $40,358 | $94,315-57.2% | $239,403-83.1% | $116,462-65.3% |
| Participation rate | 82.0% | 71.7%+10.3pp | 82.2%-0.2pp | 74.7%+7.3pp |
| Annual return | 15.51% | 19.05%-3.5pp | 3.34%+12.2pp | 15.65%-0.1pp |
| Employer contribution / active EE | $499 | $1,745-71.4% | $4,656-89.3% | $3,231-84.6% |
| Participant deferral / active EE | $2,164 | $2,870-24.6% | $4,239-48.9% | $3,836-43.6% |
| Admin fee / account holder | $3,997 | $9,071-55.9% | $21,121-81.1% | $12,754-68.7% |