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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 | $30,241 | $117,829-74.3% | $102,423-70.5% | $145,877-79.3% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 19.63% | 31.83%-12.2pp | 29.42%-9.8pp | 551.28%-531.7pp |
| Employer contribution / active EE | $6,306 | $3,615+74.5% | $3,023+108.6% | $4,663+35.2% |
| Participant deferral / active EE | $2,581 | $5,732-55.0% | $5,054-48.9% | $6,691-61.4% |
| Admin fee / account holder | $1,444 | $13,335-89.2% | $9,455-84.7% | $13,402-89.2% |