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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 | $41,779 | $81,331-48.6% | $155,534-73.1% | $80,935-48.4% |
| Participation rate | 86.4% | 66.3%+20.2pp | 78.2%+8.2pp | 67.7%+18.8pp |
| Annual return | 17.33% | 33.37%-16.0pp | 64.92%-47.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $4,365 | $3,105+40.6% | $4,675-6.6% | $2,757+58.3% |
| Participant deferral / active EE | $2,904 | $3,454-15.9% | $5,630-48.4% | $4,299-32.4% |
| Admin fee / account holder | $2,216 | $7,999-72.3% | $15,900-86.1% | $6,924-68.0% |