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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 | $43,758 | $157,276-72.2% | $141,177-69.0% | $152,885-71.4% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.5%+0.2pp |
| Annual return | 38.36% | 64.33%-26.0pp | 71.40%-33.0pp | 345.39%-307.0pp |
| Employer contribution / active EE | $2,721 | $5,262-48.3% | $4,736-42.5% | $4,763-42.9% |
| Participant deferral / active EE | $6,289 | $7,110-11.6% | $6,710-6.3% | $5,851+7.5% |
| Admin fee / account holder | $350 | $12,123-97.1% | $10,263-96.6% | $11,598-97.0% |