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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 | $43,622 | $62,672-30.4% | $185,117-76.4% | $70,126-37.8% |
| Participation rate | 84.4% | 63.8%+20.6pp | 77.3%+7.1pp | 69.5%+14.8pp |
| Annual return | 14.46% | 40.79%-26.3pp | 40.50%-26.0pp | 73.15%-58.7pp |
| Employer contribution / active EE | $958 | $1,753-45.3% | $4,182-77.1% | $2,343-59.1% |
| Participant deferral / active EE | $2,957 | $3,272-9.6% | $5,045-41.4% | $3,332-11.3% |
| Admin fee / account holder | $2,308 | $3,932-41.3% | $8,159-71.7% | $4,645-50.3% |