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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 | $44,224 | $72,492-39.0% | $87,104-49.2% | $72,975-39.4% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 18.75% | 24.46%-5.7pp | 28.19%-9.4pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,063 | $1,894-43.8% | $2,521-57.8% | $2,440-56.4% |
| Participant deferral / active EE | $2,578 | $3,270-21.1% | $4,048-36.3% | $3,608-28.5% |
| Admin fee / account holder | $4,849 | $5,055-4.1% | $7,491-35.3% | $5,124-5.4% |