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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 | $46,753 | $59,839-21.9% | $81,991-43.0% | $79,852-41.5% |
| Participation rate | 72.2% | 61.6%+10.6pp | 69.3%+3.0pp | 69.6%+2.6pp |
| Annual return | 12.10% | 17.56%-5.5pp | 41.31%-29.2pp | 31.72%-19.6pp |
| Employer contribution / active EE | $950 | $1,713-44.6% | $2,498-62.0% | $2,471-61.6% |
| Participant deferral / active EE | $6,302 | $2,695+133.8% | $3,722+69.3% | $3,740+68.5% |
| Admin fee / account holder | $10,397 | $4,287+142.5% | $5,665+83.5% | $5,306+95.9% |