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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 | $42,435 | $85,024-50.1% | $70,544-39.8% | $139,466-69.6% |
| Participation rate | 77.8% | 73.9%+3.9pp | 68.4%+9.4pp | 80.3%-2.6pp |
| Annual return | 19.99% | 30.39%-10.4pp | 32.79%-12.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $4,032 | $3,912+3.1% | $2,976+35.5% | $4,754-15.2% |
| Participant deferral / active EE | $6,837 | $5,891+16.1% | $4,568+49.7% | $6,712+1.9% |
| Admin fee / account holder | $1,035 | $8,928-88.4% | $6,427-83.9% | $11,409-90.9% |