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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 | $46,519 | $86,938-46.5% | $102,423-54.6% | $80,925-42.5% |
| Participation rate | 71.7% | 72.4%-0.6pp | 76.5%-4.8pp | 67.7%+4.1pp |
| Annual return | 10.95% | 18.89%-7.9pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,090 | $2,369-54.0% | $3,023-63.9% | $2,756-60.5% |
| Participant deferral / active EE | $2,544 | $4,120-38.3% | $5,054-49.7% | $4,299-40.8% |
| Admin fee / account holder | $2,378 | $8,053-70.5% | $9,455-74.8% | $6,940-65.7% |