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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 | $47,443 | $106,524-55.5% | $152,301-68.8% | $87,485-45.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.4%+0.3pp | 68.9%+13.8pp |
| Annual return | 17.24% | 26.89%-9.6pp | 80.50%-63.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,121 | $3,371-37.1% | $4,624-54.1% | $2,596-18.3% |
| Participant deferral / active EE | $3,866 | $6,525-40.8% | $8,004-51.7% | $4,274-9.5% |
| Admin fee / account holder | $13,598 | $8,287+64.1% | $14,398-5.6% | $7,775+74.9% |