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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 | $25,304 | $76,371-66.9% | $93,621-73.0% | $72,976-65.3% |
| Participation rate | 96.0% | 71.8%+24.2pp | 75.8%+20.2pp | 69.5%+26.5pp |
| Annual return | 21.53% | 25.82%-4.3pp | 32.76%-11.2pp | 81.02%-59.5pp |
| Employer contribution / active EE | $1,354 | $2,276-40.5% | $2,719-50.2% | $2,440-44.5% |
| Participant deferral / active EE | $3,776 | $3,538+6.7% | $4,070-7.2% | $3,608+4.7% |
| Admin fee / account holder | $810 | $6,839-88.2% | $7,890-89.7% | $5,124-84.2% |