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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 | $42,888 | $125,797-65.9% | $170,028-74.8% | $75,181-43.0% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 15.04% | 27.20%-12.2pp | 53.39%-38.4pp | 160.69%-145.6pp |
| Employer contribution / active EE | $1,959 | $4,616-57.6% | $6,788-71.1% | $2,671-26.6% |
| Participant deferral / active EE | $7,143 | $6,838+4.5% | $10,409-31.4% | $4,126+73.1% |
| Admin fee / account holder | $4,985 | $8,177-39.0% | $12,820-61.1% | $5,650-11.8% |