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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 | $53,765 | $64,501-16.6% | $108,753-50.6% | $65,306-17.7% |
| Participation rate | 72.2% | 50.8%+21.4pp | 71.1%+1.1pp | 57.7%+14.5pp |
| Annual return | 29.91% | 21.09%+8.8pp | 37.47%-7.6pp | 21.94%+8.0pp |
| Employer contribution / active EE | $484 | $1,069-54.8% | $2,427-80.1% | $1,967-75.4% |
| Participant deferral / active EE | $3,466 | $2,401+44.4% | $4,115-15.8% | $2,959+17.1% |
| Admin fee / account holder | $2,968 | $4,971-40.3% | $10,320-71.2% | $3,480-14.7% |