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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 | $42,670 | $107,421-60.3% | $182,262-76.6% | $94,015-54.6% |
| Participation rate | 84.6% | 77.8%+6.8pp | 84.2%+0.4pp | 70.8%+13.8pp |
| Annual return | 15.75% | 21.32%-5.6pp | 140.60%-124.8pp | 17.84%-2.1pp |
| Employer contribution / active EE | $2,109 | $3,448-38.8% | $5,046-58.2% | $2,790-24.4% |
| Participant deferral / active EE | $5,477 | $6,558-16.5% | $8,276-33.8% | $4,249+28.9% |
| Admin fee / account holder | $8,279 | $8,692-4.8% | $16,712-50.5% | $8,951-7.5% |