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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 | $57,691 | $114,712-49.7% | $173,730-66.8% | $87,485-34.1% |
| Participation rate | 70.8% | 73.0%-2.2pp | 79.6%-8.8pp | 68.9%+1.9pp |
| Annual return | 17.50% | 20.18%-2.7pp | 19.96%-2.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $919 | $2,904-68.4% | $4,577-79.9% | $2,596-64.6% |
| Participant deferral / active EE | $2,940 | $4,642-36.7% | $6,326-53.5% | $4,274-31.2% |
| Admin fee / account holder | $3,232 | $10,210-68.3% | $17,523-81.6% | $7,775-58.4% |