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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 | $56,459 | $83,477-32.4% | $125,175-54.9% | $72,986-22.6% |
| Participation rate | 74.7% | 73.3%+1.4pp | 79.8%-5.1pp | 69.5%+5.2pp |
| Annual return | 17.28% | 25.78%-8.5pp | 43.79%-26.5pp | 81.01%-63.7pp |
| Employer contribution / active EE | $1,180 | $2,345-49.7% | $3,865-69.5% | $2,440-51.6% |
| Participant deferral / active EE | $2,605 | $3,585-27.3% | $4,937-47.2% | $3,607-27.8% |
| Admin fee / account holder | $28,084 | $5,517+409.0% | $9,702+189.5% | $5,124+448.1% |