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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 | $39,532 | $115,225-65.7% | $100,712-60.7% | $138,895-71.5% |
| Participation rate | 77.8% | 74.3%+3.4pp | 69.3%+8.5pp | 79.9%-2.1pp |
| Annual return | 19.54% | 40.35%-20.8pp | 33.27%-13.7pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,987 | $2,771-28.3% | $2,313-14.1% | $4,194-52.6% |
| Participant deferral / active EE | $7,667 | $4,699+63.2% | $4,085+87.7% | $6,396+19.9% |
| Admin fee / account holder | $444 | $10,844-95.9% | $9,256-95.2% | $12,562-96.5% |