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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 | $33,021 | $117,846-72.0% | $102,434-67.8% | $145,884-77.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 9.05% | 31.90%-22.8pp | 29.46%-20.4pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,976 | $3,615-45.3% | $3,023-34.6% | $4,662-57.6% |
| Participant deferral / active EE | $4,393 | $5,733-23.4% | $5,055-13.1% | $6,690-34.3% |
| Admin fee / account holder | $46,518 | $13,356+248.3% | $9,462+391.6% | $13,392+247.4% |