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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 | $42,519 | $116,190-63.4% | $93,614-54.6% | $152,885-72.2% |
| Participation rate | 82.4% | 78.0%+4.3pp | 75.8%+6.5pp | 82.5%-0.1pp |
| Annual return | 22.89% | 35.96%-13.1pp | 32.76%-9.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,064 | $4,604+75.2% | $4,069+98.2% | $5,851+37.8% |
| Admin fee / account holder | $4,754 | $10,749-55.8% | $7,889-39.7% | $11,598-59.0% |