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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 | $44,399 | $84,236-47.3% | $170,435-73.9% | $70,126-36.7% |
| Participation rate | 92.7% | 70.8%+21.9pp | 83.6%+9.1pp | 69.5%+23.2pp |
| Annual return | 18.71% | 23.06%-4.3pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,334 | $3,387-60.6% | $5,432-75.4% | $2,343-43.1% |
| Participant deferral / active EE | $4,051 | $3,086+31.3% | $4,939-18.0% | $3,332+21.6% |
| Admin fee / account holder | $3,089 | $5,698-45.8% | $13,881-77.7% | $4,645-33.5% |