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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 | $42,096 | $78,707-46.5% | $117,861-64.3% | $70,126-40.0% |
| Participation rate | 84.2% | 73.2%+11.0pp | 79.7%+4.5pp | 69.5%+14.7pp |
| Annual return | 16.42% | 23.30%-6.9pp | 335.11%-318.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,460 | $2,223-34.3% | $3,786-61.4% | $2,343-37.7% |
| Participant deferral / active EE | $2,484 | $3,297-24.7% | $4,482-44.6% | $3,332-25.4% |
| Admin fee / account holder | $1,150 | $5,066-77.3% | $8,021-85.7% | $4,645-75.2% |