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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 | $31,101 | $98,776-68.5% | $149,745-79.2% | $79,856-61.1% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 18.50% | 27.38%-8.9pp | 276.72%-258.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,302 | $3,217-28.4% | $4,646-50.4% | $2,471-6.8% |
| Participant deferral / active EE | $4,647 | $5,681-18.2% | $6,843-32.1% | $3,741+24.2% |
| Admin fee / account holder | $2,933 | $6,053-51.5% | $9,312-68.5% | $5,306-44.7% |