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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 | $40,277 | $56,054-28.1% | $171,082-76.5% | $62,881-35.9% |
| Participation rate | 79.5% | 62.9%+16.7pp | 76.7%+2.9pp | 69.3%+10.2pp |
| Annual return | 9.72% | 22.52%-12.8pp | 32.56%-22.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $685 | $1,731-60.4% | $4,002-82.9% | $2,281-70.0% |
| Participant deferral / active EE | $2,473 | $3,158-21.7% | $4,797-48.4% | $3,203-22.8% |
| Admin fee / account holder | $1,861 | $3,647-49.0% | $8,520-78.2% | $4,296-56.7% |