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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 | $41,489 | $88,996-53.4% | $78,004-46.8% | $138,895-70.1% |
| Participation rate | 95.0% | 74.4%+20.6pp | 69.4%+25.6pp | 79.9%+15.1pp |
| Annual return | 13.55% | 28.03%-14.5pp | 31.07%-17.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,419 | $2,917-51.3% | $2,469-42.5% | $4,194-66.2% |
| Participant deferral / active EE | $3,528 | $4,724-25.3% | $4,092-13.8% | $6,396-44.8% |
| Admin fee / account holder | $33,386 | $8,807+279.1% | $7,578+340.6% | $12,562+165.8% |