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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 | $52,892 | $81,276-34.9% | $155,574-66.0% | $80,925-34.6% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 14.03% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,625 | $3,103-47.6% | $4,676-65.2% | $2,756-41.0% |
| Participant deferral / active EE | $4,210 | $3,453+21.9% | $5,629-25.2% | $4,299-2.1% |
| Admin fee / account holder | $22,550 | $7,993+182.1% | $15,914+41.7% | $6,940+224.9% |