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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 | $37,545 | $98,240-61.8% | $82,312-54.4% | $147,586-74.6% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 48.41% | 30.85%+17.6pp | 25.88%+22.5pp | 578.59%-530.2pp |
| Employer contribution / active EE | $1,038 | $3,192-67.5% | $2,428-57.2% | $4,876-78.7% |
| Participant deferral / active EE | $3,199 | $4,383-27.0% | $3,706-13.7% | $5,439-41.2% |
| Admin fee / account holder | $2,449 | $8,563-71.4% | $5,608-56.3% | $10,886-77.5% |