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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 | $32,873 | $102,638-68.0% | $81,991-59.9% | $158,966-79.3% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.3%+23.1pp | 82.0%+10.3pp |
| Annual return | 22.37% | 61.05%-38.7pp | 41.31%-18.9pp | 302.95%-280.6pp |
| Employer contribution / active EE | $2,359 | $3,241-27.2% | $2,498-5.6% | $4,762-50.5% |
| Participant deferral / active EE | $5,504 | $4,649+18.4% | $3,722+47.9% | $5,983-8.0% |
| Admin fee / account holder | $1,885 | $8,237-77.1% | $5,665-66.7% | $11,250-83.2% |