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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 | $45,901 | $84,236-45.5% | $170,439-73.1% | $70,124-34.5% |
| Participation rate | 72.4% | 70.8%+1.6pp | 83.6%-11.2pp | 69.5%+2.9pp |
| Annual return | 20.08% | 23.06%-3.0pp | 205.94%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $722 | $3,387-78.7% | $5,433-86.7% | $2,342-69.2% |
| Participant deferral / active EE | $4,705 | $3,086+52.5% | $4,939-4.7% | $3,332+41.2% |
| Admin fee / account holder | $2,921 | $5,698-48.7% | $13,881-79.0% | $4,645-37.1% |