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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 | $29,080 | $54,757-46.9% | $90,287-67.8% | $72,986-60.2% |
| Participation rate | 89.4% | 65.1%+24.2pp | 73.3%+16.1pp | 69.5%+19.9pp |
| Annual return | 18.77% | 30.63%-11.9pp | 78.10%-59.3pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,526 | $2,092-27.1% | $2,855-46.5% | $2,440-37.5% |
| Participant deferral / active EE | $2,246 | $2,887-22.2% | $3,885-42.2% | $3,607-37.7% |
| Admin fee / account holder | $5,489 | $3,972+38.2% | $5,351+2.6% | $5,124+7.1% |