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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 | $49,658 | $77,908-36.3% | $149,696-66.8% | $75,173-33.9% |
| Participation rate | 79.2% | 65.6%+13.6pp | 78.8%+0.4pp | 67.2%+12.0pp |
| Annual return | 18.80% | 31.73%-12.9pp | 134.46%-115.7pp | 160.72%-141.9pp |
| Employer contribution / active EE | $2,148 | $3,138-31.6% | $4,821-55.5% | $2,671-19.6% |
| Participant deferral / active EE | $5,031 | $3,411+47.5% | $5,682-11.5% | $4,126+21.9% |
| Admin fee / account holder | $7,984 | $5,950+34.2% | $13,212-39.6% | $5,651+41.3% |