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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 | $44,322 | $101,795-56.5% | $165,100-73.2% | $80,959-45.3% |
| Participation rate | 71.1% | 71.8%-0.7pp | 78.6%-7.5pp | 67.7%+3.4pp |
| Annual return | 14.35% | 16.73%-2.4pp | 70.21%-55.9pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,784 | $2,954-5.8% | $4,348-36.0% | $2,757+1.0% |
| Participant deferral / active EE | $5,244 | $4,476+17.2% | $6,035-13.1% | $4,300+21.9% |
| Admin fee / account holder | $4,862 | $8,221-40.9% | $12,696-61.7% | $6,925-29.8% |