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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 | $26,996 | $215,361-87.5% | $171,082-84.2% | $273,972-90.1% |
| Participation rate | 78.6% | 82.0%-3.5pp | 76.7%+1.9pp | 83.0%-4.4pp |
| Annual return | 15.79% | 25.14%-9.3pp | 32.56%-16.8pp | 41.46%-25.7pp |
| Employer contribution / active EE | $827 | $4,967-83.4% | $4,002-79.3% | $4,869-83.0% |
| Participant deferral / active EE | $2,690 | $5,543-51.5% | $4,797-43.9% | $5,287-49.1% |
| Admin fee / account holder | $1,907 | $10,846-82.4% | $8,520-77.6% | $10,133-81.2% |