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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 | $22,290 | $57,590-61.3% | $86,233-74.2% | $82,448-73.0% |
| Participation rate | 87.8% | 57.9%+29.9pp | 69.0%+18.7pp | 68.1%+19.7pp |
| Annual return | 14.66% | 22.41%-7.8pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $953 | $1,655-42.4% | $2,504-61.9% | $2,551-62.6% |
| Participant deferral / active EE | $3,340 | $3,080+8.4% | $4,559-26.7% | $4,139-19.3% |
| Admin fee / account holder | $1,991 | $4,730-57.9% | $8,342-76.1% | $7,234-72.5% |