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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 | $40,786 | $88,707-54.0% | $74,184-45.0% | $273,972-85.1% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.6%+17.1pp | 83.0%+10.7pp |
| Annual return | 5.48% | 11.94%-6.5pp | 17.74%-12.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,315 | $3,159-58.4% | $2,370-44.5% | $4,869-73.0% |
| Participant deferral / active EE | $3,363 | $4,212-20.2% | $3,550-5.3% | $5,287-36.4% |
| Admin fee / account holder | $1,768 | $8,717-79.7% | $5,586-68.3% | $10,133-82.5% |