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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 | $104,650-96.3% | $83,854-95.3% | $155,188-97.5% |
| Participation rate | 76.5% | 65.1%+11.4pp | 59.1%+17.4pp | 80.8%-4.3pp |
| Annual return | 20.73% | 28.97%-8.2pp | 31.39%-10.7pp | 148.84%-128.1pp |
| Employer contribution / active EE | $781 | $1,196-34.7% | $1,017-23.2% | $4,248-81.6% |
| Participant deferral / active EE | $1,706 | $2,367-27.9% | $2,035-16.2% | $6,531-73.9% |
| Admin fee / account holder | $595 | $3,518-83.1% | $3,197-81.4% | $14,480-95.9% |