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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 | $46,679 | $43,423+7.5% | $78,676-40.7% | $55,167-15.4% |
| Participation rate | 85.6% | 68.0%+17.5pp | 73.6%+12.0pp | 69.0%+16.6pp |
| Annual return | 6.51% | 11.53%-5.0pp | 62.19%-55.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $411 | $1,997-79.4% | $2,850-85.6% | $1,963-79.0% |
| Participant deferral / active EE | $3,025 | $2,509+20.6% | $3,517-14.0% | $3,054-1.0% |
| Admin fee / account holder | $3,038 | $416+630.1% | $4,510-32.6% | $504+503.0% |