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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 | $59,855 | $65,027-8.0% | $90,970-34.2% | $79,852-25.0% |
| Participation rate | 82.2% | 61.6%+20.6pp | 69.0%+13.2pp | 69.6%+12.6pp |
| Annual return | 13.72% | 30.45%-16.7pp | 134.58%-120.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,097 | $1,247-12.1% | $2,122-48.3% | $2,471-55.6% |
| Participant deferral / active EE | $3,914 | $2,512+55.8% | $3,373+16.0% | $3,740+4.7% |
| Admin fee / account holder | $8,494 | $4,535+87.3% | $5,960+42.5% | $5,306+60.1% |