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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 | $58,132 | $157,829-63.2% | $136,867-57.5% | $198,609-70.7% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 13.98% | 51.25%-37.3pp | 42.97%-29.0pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,162 | $3,923-70.4% | $3,547-67.2% | $5,055-77.0% |
| Participant deferral / active EE | $5,040 | $5,463-7.7% | $4,924+2.4% | $6,977-27.8% |
| Admin fee / account holder | $1,021 | $11,107-90.8% | $10,340-90.1% | $19,030-94.6% |