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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 | $29,255 | $71,197-58.9% | $93,669-68.8% | $80,925-63.8% |
| Participation rate | 74.2% | 60.4%+13.8pp | 68.7%+5.5pp | 67.7%+6.5pp |
| Annual return | 16.33% | 11.27%+5.1pp | 133.59%-117.3pp | 35.65%-19.3pp |
| Employer contribution / active EE | $2,141 | $1,565+36.9% | $2,424-11.6% | $2,756-22.3% |
| Participant deferral / active EE | $2,490 | $4,036-38.3% | $4,416-43.6% | $4,299-42.1% |
| Admin fee / account holder | $650 | $6,959-90.7% | $8,291-92.2% | $6,940-90.6% |