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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 | $43,685 | $77,920-43.9% | $149,723-70.8% | $75,177-41.9% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 18.84% | 31.72%-12.9pp | 134.50%-115.7pp | 160.75%-141.9pp |
| Employer contribution / active EE | $1,180 | $3,138-62.4% | $4,821-75.5% | $2,671-55.8% |
| Participant deferral / active EE | $2,755 | $3,411-19.2% | $5,682-51.5% | $4,126-33.2% |
| Admin fee / account holder | $658 | $5,951-88.9% | $13,215-95.0% | $5,651-88.4% |