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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 | $41,249 | $86,940-52.6% | $102,434-59.7% | $80,935-49.0% |
| Participation rate | 71.8% | 72.4%-0.6pp | 76.5%-4.7pp | 67.7%+4.1pp |
| Annual return | 15.63% | 18.89%-3.3pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,030 | $2,370-56.5% | $3,023-65.9% | $2,757-62.6% |
| Participant deferral / active EE | $4,617 | $4,121+12.0% | $5,055-8.7% | $4,299+7.4% |
| Admin fee / account holder | $7,956 | $8,047-1.1% | $9,462-15.9% | $6,924+14.9% |