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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 | $43,018 | $77,816-44.7% | $123,552-65.2% | $64,173-33.0% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -5.60% | 12.49%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,949 | $3,014-35.3% | $4,628-57.9% | $2,381-18.2% |
| Participant deferral / active EE | $3,677 | $5,240-29.8% | $6,426-42.8% | $3,470+6.0% |
| Admin fee / account holder | $19,278 | $5,519+249.3% | $9,285+107.6% | $4,887+294.4% |