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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 | $42,307 | $63,346-33.2% | $92,240-54.1% | $70,126-39.7% |
| Participation rate | 80.6% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.1pp |
| Annual return | 17.46% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,442 | $2,471-1.2% | $3,680-33.6% | $2,343+4.2% |
| Participant deferral / active EE | $3,810 | $2,854+33.5% | $3,897-2.2% | $3,332+14.3% |
| Admin fee / account holder | $5,733 | $3,841+49.3% | $5,194+10.4% | $4,645+23.4% |