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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 | $41,252 | $94,439-56.3% | $73,658-44.0% | $154,746-73.3% |
| Participation rate | 77.8% | 64.7%+13.1pp | 57.0%+20.7pp | 80.7%-2.9pp |
| Annual return | 17.08% | 28.25%-11.2pp | 29.72%-12.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,465 | $1,257+16.5% | $1,032+41.9% | $4,379-66.5% |
| Participant deferral / active EE | $4,957 | $2,527+96.2% | $2,062+140.4% | $6,730-26.3% |
| Admin fee / account holder | $616 | $3,843-84.0% | $3,357-81.6% | $14,365-95.7% |