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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 | $30,278 | $81,208-62.7% | $98,920-69.4% | $79,852-62.1% |
| Participation rate | 78.8% | 72.5%+6.3pp | 76.0%+2.8pp | 69.6%+9.2pp |
| Annual return | 22.42% | 60.99%-38.6pp | 196.47%-174.1pp | 31.72%-9.3pp |
| Employer contribution / active EE | $537 | $1,960-72.6% | $2,689-80.0% | $2,471-78.3% |
| Participant deferral / active EE | $1,672 | $3,265-48.8% | $4,245-60.6% | $3,740-55.3% |
| Admin fee / account holder | $4,092 | $6,013-31.9% | $6,643-38.4% | $5,306-22.9% |