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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 | $3,923 | $94,439-95.8% | $73,658-94.7% | $154,746-97.5% |
| Participation rate | 76.5% | 64.7%+11.8pp | 57.0%+19.4pp | 80.7%-4.2pp |
| Annual return | 20.73% | 28.25%-7.5pp | 29.72%-9.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $781 | $1,257-37.9% | $1,032-24.3% | $4,379-82.2% |
| Participant deferral / active EE | $1,706 | $2,527-32.5% | $2,062-17.3% | $6,730-74.7% |
| Admin fee / account holder | $595 | $3,843-84.5% | $3,357-82.3% | $14,365-95.9% |