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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 | $62,266 | $97,550-36.2% | $120,344-48.3% | $87,485-28.8% |
| Participation rate | 70.8% | 72.8%-2.0pp | 76.7%-5.9pp | 68.9%+1.9pp |
| Annual return | 13.40% | 18.41%-5.0pp | 20.30%-6.9pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,016 | $2,291-55.7% | $3,020-66.4% | $2,596-60.9% |
| Participant deferral / active EE | $1,992 | $4,230-52.9% | $5,135-61.2% | $4,274-53.4% |
| Admin fee / account holder | $6,314 | $9,543-33.8% | $12,742-50.4% | $7,775-18.8% |