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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 | $39,946 | $48,078-16.9% | $78,676-49.2% | $62,881-36.5% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 6.63% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $956 | $2,015-52.6% | $2,850-66.5% | $2,281-58.1% |
| Participant deferral / active EE | $1,831 | $2,587-29.2% | $3,517-47.9% | $3,203-42.8% |
| Admin fee / account holder | $2,464 | $3,206-23.1% | $4,510-45.4% | $4,296-42.6% |