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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 | $46,035 | $98,776-53.4% | $149,745-69.3% | $79,856-42.4% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.5%-0.4pp | 69.6%+12.4pp |
| Annual return | 12.74% | 27.38%-14.6pp | 276.72%-264.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,146 | $3,217-33.3% | $4,646-53.8% | $2,471-13.2% |
| Participant deferral / active EE | $2,474 | $5,681-56.5% | $6,843-63.9% | $3,741-33.9% |
| Admin fee / account holder | $811 | $6,053-86.6% | $9,312-91.3% | $5,306-84.7% |