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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 | $64,695 | $81,262-20.4% | $155,602-58.4% | $80,911-20.0% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+24.9pp |
| Annual return | 22.92% | 33.34%-10.4pp | 64.81%-41.9pp | 35.63%-12.7pp |
| Employer contribution / active EE | $891 | $3,102-71.3% | $4,675-81.0% | $2,756-67.7% |
| Participant deferral / active EE | $3,585 | $3,451+3.9% | $5,629-36.3% | $4,297-16.6% |
| Admin fee / account holder | $717 | $7,992-91.0% | $15,923-95.5% | $6,935-89.7% |