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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 | $35,482 | $98,766-64.1% | $149,730-76.3% | $79,852-55.6% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.5%+0.4pp | 69.6%+13.2pp |
| Annual return | 30.55% | 27.43%+3.1pp | 276.70%-246.2pp | 31.72%-1.2pp |
| Employer contribution / active EE | $2,108 | $3,217-34.5% | $4,645-54.6% | $2,471-14.7% |
| Participant deferral / active EE | $4,458 | $5,681-21.5% | $6,843-34.8% | $3,740+19.2% |
| Admin fee / account holder | $1,587 | $6,052-73.8% | $9,310-83.0% | $5,306-70.1% |