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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 | $49,683 | $107,421-53.7% | $182,262-72.7% | $94,015-47.2% |
| Participation rate | 72.5% | 77.8%-5.3pp | 84.2%-11.7pp | 70.8%+1.7pp |
| Annual return | 16.35% | 21.32%-5.0pp | 140.60%-124.2pp | 17.84%-1.5pp |
| Employer contribution / active EE | $1,877 | $3,448-45.6% | $5,046-62.8% | $2,790-32.7% |
| Participant deferral / active EE | $4,705 | $6,558-28.3% | $8,276-43.2% | $4,249+10.7% |
| Admin fee / account holder | $2,324 | $8,692-73.3% | $16,712-86.1% | $8,951-74.0% |