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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 | $42,011 | $36,948+13.7% | $73,658-43.0% | $87,485-52.0% |
| Participation rate | 77.5% | 46.8%+30.6pp | 57.0%+20.4pp | 68.9%+8.5pp |
| Annual return | 15.09% | 28.64%-13.5pp | 29.72%-14.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $245 | $670-63.4% | $1,032-76.2% | $2,596-90.6% |
| Participant deferral / active EE | $1,235 | $1,379-10.4% | $2,062-40.1% | $4,274-71.1% |
| Admin fee / account holder | $833 | $2,531-67.1% | $3,357-75.2% | $7,775-89.3% |