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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 | $27,686 | $73,787-62.5% | $98,716-72.0% | $82,448-66.4% |
| Participation rate | 87.7% | 61.4%+26.3pp | 69.3%+18.4pp | 68.1%+19.7pp |
| Annual return | 20.47% | 18.57%+1.9pp | 31.81%-11.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,345 | $1,511+55.1% | $2,279+2.9% | $2,551-8.1% |
| Participant deferral / active EE | $4,008 | $3,081+30.1% | $4,048-1.0% | $4,139-3.2% |
| Admin fee / account holder | $961 | $6,500-85.2% | $8,703-89.0% | $7,234-86.7% |