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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 | $44,465 | $91,179-51.2% | $178,499-75.1% | $79,852-44.3% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.4pp | 69.6%+3.9pp |
| Annual return | 17.87% | 24.19%-6.3pp | 151.10%-133.2pp | 31.72%-13.8pp |
| Employer contribution / active EE | $832 | $3,256-74.4% | $5,011-83.4% | $2,471-66.3% |
| Participant deferral / active EE | $2,854 | $3,236-11.8% | $5,202-45.1% | $3,740-23.7% |
| Admin fee / account holder | $847 | $6,749-87.4% | $13,986-93.9% | $5,306-84.0% |