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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 | $34,920 | $68,586-49.1% | $120,380-71.0% | $80,911-56.8% |
| Participation rate | 87.9% | 61.6%+26.3pp | 71.9%+16.0pp | 67.6%+20.2pp |
| Annual return | 11.52% | 23.62%-12.1pp | 107.28%-95.8pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,216 | $2,053-40.8% | $3,465-64.9% | $2,756-55.9% |
| Participant deferral / active EE | $1,394 | $3,174-56.1% | $4,992-72.1% | $4,297-67.6% |
| Admin fee / account holder | $2,443 | $5,733-57.4% | $9,421-74.1% | $6,935-64.8% |