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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 | $39,234 | $108,825-63.9% | $156,181-74.9% | $82,448-52.4% |
| Participation rate | 85.4% | 72.4%+13.0pp | 78.8%+6.6pp | 68.1%+17.3pp |
| Annual return | 16.19% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,213 | $2,870-22.9% | $4,294-48.5% | $2,551-13.3% |
| Participant deferral / active EE | $5,788 | $4,577+26.5% | $6,132-5.6% | $4,139+39.8% |
| Admin fee / account holder | $1,793 | $9,341-80.8% | $14,586-87.7% | $7,234-75.2% |