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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 | $34,066 | $88,672-61.6% | $105,223-67.6% | $82,448-58.7% |
| Participation rate | 70.0% | 67.9%+2.1pp | 75.0%-5.0pp | 68.1%+1.9pp |
| Annual return | 19.73% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,687 | $3,048-44.7% | $3,689-54.3% | $2,551-33.9% |
| Participant deferral / active EE | $3,471 | $4,036-14.0% | $5,072-31.6% | $4,139-16.1% |
| Admin fee / account holder | $589 | $7,146-91.8% | $8,859-93.3% | $7,234-91.9% |