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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 | $42,893 | $62,166-31.0% | $81,286-47.2% | $74,429-42.4% |
| Participation rate | 77.6% | 64.1%+13.5pp | 69.5%+8.0pp | 67.2%+10.3pp |
| Annual return | 11.93% | 16.50%-4.6pp | 24.80%-12.9pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $1,867 | $1,881-0.8% | $2,463-24.2% | $2,625-28.9% |
| Participant deferral / active EE | $2,861 | $3,223-11.3% | $3,883-26.3% | $4,348-34.2% |
| Admin fee / account holder | $3,205 | $1,925+66.5% | $5,764-44.4% | $1,944+64.9% |