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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 | $13,735 | $90,509-84.8% | $78,693-82.5% | $273,968-95.0% |
| Participation rate | 84.2% | 76.5%+7.7pp | 73.6%+10.6pp | 83.0%+1.2pp |
| Annual return | 8.57% | 75.61%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,138 | $3,175-32.7% | $2,850-25.0% | $4,869-56.1% |
| Participant deferral / active EE | $3,046 | $3,901-21.9% | $3,517-13.4% | $5,287-42.4% |
| Admin fee / account holder | $4,651 | $5,264-11.6% | $4,511+3.1% | $10,132-54.1% |