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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 | $49,437 | $106,247-53.5% | $96,515-48.8% | $139,466-64.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.71% | 38.47%-17.8pp | 35.73%-15.0pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,303 | $4,106-43.9% | $3,740-38.4% | $4,754-51.5% |
| Participant deferral / active EE | $3,266 | $5,456-40.1% | $4,880-33.1% | $6,712-51.3% |
| Admin fee / account holder | $1,599 | $7,885-79.7% | $6,735-76.3% | $11,409-86.0% |