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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 | $20,410 | $81,262-74.9% | $155,602-86.9% | $80,911-74.8% |
| Participation rate | 75.4% | 66.2%+9.2pp | 78.2%-2.8pp | 67.6%+7.8pp |
| Annual return | 10.77% | 33.34%-22.6pp | 64.81%-54.0pp | 35.63%-24.9pp |
| Employer contribution / active EE | $2,019 | $3,102-34.9% | $4,675-56.8% | $2,756-26.7% |
| Participant deferral / active EE | $4,613 | $3,451+33.6% | $5,629-18.1% | $4,297+7.3% |
| Admin fee / account holder | $2,062 | $7,992-74.2% | $15,923-87.1% | $6,935-70.3% |