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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 | $38,357 | $117,444-67.3% | $99,479-61.4% | $152,909-74.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 22.31% | 31.87%-9.6pp | 30.72%-8.4pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,094 | $3,014-63.7% | $2,540-56.9% | $4,764-77.0% |
| Participant deferral / active EE | $2,648 | $4,086-35.2% | $3,619-26.8% | $5,851-54.7% |
| Admin fee / account holder | $25,795 | $7,635+237.8% | $6,253+312.5% | $11,601+122.4% |