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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 | $42,983 | $60,349-28.8% | $74,184-42.1% | $62,881-31.6% |
| Participation rate | 74.6% | 72.7%+1.9pp | 76.6%-2.0pp | 69.3%+5.3pp |
| Annual return | 7.27% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,523 | $1,680+109.7% | $2,370+48.7% | $2,281+54.5% |
| Participant deferral / active EE | $2,375 | $2,856-16.8% | $3,550-33.1% | $3,203-25.8% |
| Admin fee / account holder | $2,107 | $4,261-50.5% | $5,586-62.3% | $4,296-50.9% |