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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 | $50,319 | $106,749-52.9% | $145,433-65.4% | $82,448-39.0% |
| Participation rate | 70.7% | 75.6%-5.0pp | 82.1%-11.5pp | 68.1%+2.6pp |
| Annual return | 16.25% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,465 | $3,444-57.5% | $4,554-67.8% | $2,551-42.6% |
| Participant deferral / active EE | $4,399 | $6,519-32.5% | $7,897-44.3% | $4,139+6.3% |
| Admin fee / account holder | $1,739 | $8,390-79.3% | $13,129-86.8% | $7,234-76.0% |