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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 | $45,991 | $67,602-32.0% | $82,312-44.1% | $70,126-34.4% |
| Participation rate | 74.7% | 72.8%+1.9pp | 76.9%-2.2pp | 69.5%+5.1pp |
| Annual return | 14.78% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,357 | $1,755-22.7% | $2,428-44.1% | $2,343-42.1% |
| Participant deferral / active EE | $2,690 | $2,987-10.0% | $3,706-27.4% | $3,332-19.3% |
| Admin fee / account holder | $3,365 | $4,512-25.4% | $5,608-40.0% | $4,645-27.6% |