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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 | $75,785 | $86,298-12.2% | $111,308-31.9% | $85,847-11.7% |
| Participation rate | 70.5% | 73.3%-2.9pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 14.13% | 19.99%-5.9pp | 54.67%-40.5pp | 318.61%-304.5pp |
| Employer contribution / active EE | $788 | $2,044-61.4% | $2,732-71.1% | $2,565-69.3% |
| Participant deferral / active EE | $2,356 | $3,641-35.3% | $4,487-47.5% | $3,952-40.4% |
| Admin fee / account holder | $3,163 | $8,189-61.4% | $7,965-60.3% | $6,261-49.5% |