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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 | $62,735 | $73,981-15.2% | $105,754-40.7% | $62,881-0.2% |
| Participation rate | 77.1% | 71.7%+5.4pp | 78.9%-1.8pp | 69.3%+7.8pp |
| Annual return | 10.77% | 17.60%-6.8pp | 12.25%-1.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $951 | $2,856-66.7% | $4,079-76.7% | $2,281-58.3% |
| Participant deferral / active EE | $3,860 | $4,038-4.4% | $5,326-27.5% | $3,203+20.5% |
| Admin fee / account holder | $2,252 | $5,976-62.3% | $8,309-72.9% | $4,296-47.6% |