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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 | $42,477 | $101,778-58.3% | $164,975-74.3% | $80,925-47.5% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.7%+3.8pp |
| Annual return | 12.31% | 16.73%-4.4pp | 70.12%-57.8pp | 35.65%-23.3pp |
| Employer contribution / active EE | $2,339 | $2,954-20.8% | $4,343-46.1% | $2,756-15.1% |
| Participant deferral / active EE | $4,487 | $4,477+0.2% | $6,033-25.6% | $4,299+4.4% |
| Admin fee / account holder | $10,449 | $8,221+27.1% | $12,688-17.6% | $6,940+50.6% |