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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 | $43,872 | $81,208-46.0% | $98,920-55.6% | $79,852-45.1% |
| Participation rate | 90.9% | 72.5%+18.4pp | 76.0%+14.9pp | 69.6%+21.3pp |
| Annual return | 11.12% | 60.99%-49.9pp | 196.47%-185.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,424 | $1,960-27.3% | $2,689-47.1% | $2,471-42.4% |
| Participant deferral / active EE | $3,386 | $3,265+3.7% | $4,245-20.2% | $3,740-9.5% |
| Admin fee / account holder | $1,492 | $6,013-75.2% | $6,643-77.5% | $5,306-71.9% |