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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 | $46,431 | $108,825-57.3% | $156,181-70.3% | $82,448-43.7% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 18.94% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,576 | $2,870-45.1% | $4,294-63.3% | $2,551-38.2% |
| Participant deferral / active EE | $4,447 | $4,577-2.8% | $6,132-27.5% | $4,139+7.4% |
| Admin fee / account holder | $14,450 | $9,341+54.7% | $14,586-0.9% | $7,234+99.7% |