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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 | $59,380 | $51,708+14.8% | $106,619-44.3% | $62,881-5.6% |
| Participation rate | 73.0% | 66.9%+6.1pp | 78.0%-5.0pp | 69.3%+3.7pp |
| Annual return | 9.44% | 4.69%+4.8pp | 9.42%0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $668 | $1,764-62.1% | $3,947-83.1% | $2,281-70.7% |
| Participant deferral / active EE | $1,400 | $2,315-39.5% | $3,930-64.4% | $3,203-56.3% |
| Admin fee / account holder | $1,527 | $3,349-54.4% | $6,418-76.2% | $4,296-64.5% |