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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 | $31,285 | $106,247-70.6% | $96,515-67.6% | $139,466-77.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.44% | 38.47%-20.0pp | 35.73%-17.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,001 | $4,106-51.3% | $3,740-46.5% | $4,754-57.9% |
| Participant deferral / active EE | $3,301 | $5,456-39.5% | $4,880-32.3% | $6,712-50.8% |
| Admin fee / account holder | $1,519 | $7,885-80.7% | $6,735-77.4% | $11,409-86.7% |