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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 | $39,650 | $78,428-49.4% | $95,960-58.7% | $79,852-50.3% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 19.46% | 19.37%+0.1pp | 91.63%-72.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $594 | $1,945-69.5% | $2,541-76.6% | $2,471-76.0% |
| Participant deferral / active EE | $2,662 | $3,440-22.6% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $308 | $5,622-94.5% | $6,797-95.5% | $5,306-94.2% |