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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 | $43,516 | $86,940-49.9% | $102,434-57.5% | $80,935-46.2% |
| Participation rate | 87.0% | 72.4%+14.6pp | 76.5%+10.5pp | 67.7%+19.4pp |
| Annual return | 12.06% | 18.89%-6.8pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,667 | $2,370-29.6% | $3,023-44.8% | $2,757-39.5% |
| Participant deferral / active EE | $3,647 | $4,121-11.5% | $5,055-27.9% | $4,299-15.2% |
| Admin fee / account holder | $1,600 | $8,047-80.1% | $9,462-83.1% | $6,924-76.9% |