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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 | $28,476 | $72,492-60.7% | $87,104-67.3% | $72,975-61.0% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.1pp |
| Annual return | 27.10% | 24.46%+2.6pp | 28.19%-1.1pp | 81.01%-53.9pp |
| Employer contribution / active EE | $1,285 | $1,894-32.2% | $2,521-49.1% | $2,440-47.4% |
| Participant deferral / active EE | $3,039 | $3,270-7.1% | $4,048-24.9% | $3,608-15.8% |
| Admin fee / account holder | $596 | $5,055-88.2% | $7,491-92.0% | $5,124-88.4% |