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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 | $41,222 | $81,233-49.3% | $155,567-73.5% | $80,874-49.0% |
| Participation rate | 71.2% | 66.2%+5.0pp | 78.2%-7.0pp | 67.6%+3.6pp |
| Annual return | 13.33% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $767 | $3,101-75.3% | $4,674-83.6% | $2,756-72.2% |
| Participant deferral / active EE | $2,177 | $3,452-36.9% | $5,628-61.3% | $4,297-49.3% |
| Admin fee / account holder | $1,807 | $7,998-77.4% | $15,916-88.6% | $6,935-73.9% |