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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 | $40,045 | $91,198-56.1% | $178,503-77.6% | $79,856-49.9% |
| Participation rate | 78.6% | 69.2%+9.4pp | 81.9%-3.4pp | 69.6%+8.9pp |
| Annual return | 13.76% | 24.20%-10.4pp | 151.12%-137.4pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,083 | $3,257-66.8% | $5,011-78.4% | $2,471-56.2% |
| Participant deferral / active EE | $2,542 | $3,237-21.5% | $5,202-51.1% | $3,741-32.1% |
| Admin fee / account holder | $520 | $6,748-92.3% | $13,987-96.3% | $5,306-90.2% |