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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 | $39,342 | $112,915-65.2% | $90,965-56.8% | $158,950-75.2% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 10.58% | 215.75%-205.2pp | 134.57%-124.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $774 | $2,894-73.3% | $2,122-63.5% | $4,762-83.8% |
| Participant deferral / active EE | $1,706 | $4,128-58.7% | $3,373-49.4% | $5,983-71.5% |
| Admin fee / account holder | $7,758 | $8,044-3.6% | $5,960+30.2% | $11,248-31.0% |