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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 | $42,256 | $83,485-49.4% | $125,192-66.2% | $72,975-42.1% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 17.96% | 25.77%-7.8pp | 43.79%-25.8pp | 81.01%-63.1pp |
| Employer contribution / active EE | $2,116 | $2,346-9.8% | $3,866-45.3% | $2,440-13.3% |
| Participant deferral / active EE | $3,816 | $3,586+6.4% | $4,937-22.7% | $3,608+5.8% |
| Admin fee / account holder | $1,596 | $5,518-71.1% | $9,704-83.6% | $5,124-68.9% |