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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 | $33,581 | $110,379-69.6% | $102,412-67.2% | $145,884-77.0% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 13.03% | 24.84%-11.8pp | 24.94%-11.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,808 | $4,216-33.4% | $3,870-27.5% | $4,662-39.8% |
| Participant deferral / active EE | $5,500 | $5,622-2.2% | $5,060+8.7% | $6,690-17.8% |
| Admin fee / account holder | $5,391 | $9,745-44.7% | $8,388-35.7% | $13,392-59.7% |