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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 | $45,132 | $89,367-49.5% | $141,191-68.0% | $72,975-38.2% |
| Participation rate | 77.2% | 75.1%+2.0pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 24.29% | 111.87%-87.6pp | 71.41%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $978 | $3,115-68.6% | $4,736-79.3% | $2,440-59.9% |
| Participant deferral / active EE | $4,183 | $5,419-22.8% | $6,710-37.7% | $3,608+16.0% |
| Admin fee / account holder | $10,289 | $5,957+72.7% | $10,264+0.2% | $5,124+100.8% |