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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 | $14,465 | $94,439-84.7% | $73,658-80.4% | $154,746-90.7% |
| Participation rate | 77.8% | 64.7%+13.1pp | 57.0%+20.7pp | 80.7%-2.9pp |
| Annual return | 18.17% | 28.25%-10.1pp | 29.72%-11.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,148 | $1,257-8.7% | $1,032+11.2% | $4,379-73.8% |
| Participant deferral / active EE | $2,003 | $2,527-20.7% | $2,062-2.9% | $6,730-70.2% |
| Admin fee / account holder | $1,838 | $3,843-52.2% | $3,357-45.2% | $14,365-87.2% |