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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 | $14,294 | $75,541-81.1% | $152,093-90.6% | $82,637-82.7% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.8%+14.5pp | 68.1%+24.3pp |
| Annual return | 28.20% | 32.56%-4.4pp | 66.36%-38.2pp | 53.51%-25.3pp |
| Employer contribution / active EE | $1,634 | $2,622-37.7% | $4,175-60.9% | $2,552-36.0% |
| Participant deferral / active EE | $3,880 | $3,206+21.0% | $5,451-28.8% | $4,126-6.0% |
| Admin fee / account holder | $495 | $6,405-92.3% | $14,497-96.6% | $7,339-93.3% |