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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 | $46,810 | $98,776-52.6% | $149,745-68.7% | $79,856-41.4% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.6%+1.3pp |
| Annual return | 17.75% | 27.38%-9.6pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,681 | $3,217-47.8% | $4,646-63.8% | $2,471-32.0% |
| Participant deferral / active EE | $4,697 | $5,681-17.3% | $6,843-31.4% | $3,741+25.6% |
| Admin fee / account holder | $6,834 | $6,053+12.9% | $9,312-26.6% | $5,306+28.8% |