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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 | $38,127 | $112,729-66.2% | $98,716-61.4% | $137,256-72.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 10.20% | 38.48%-28.3pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $494 | $2,725-81.9% | $2,279-78.3% | $4,156-88.1% |
| Participant deferral / active EE | $2,498 | $4,640-46.2% | $4,048-38.3% | $6,407-61.0% |
| Admin fee / account holder | $32,304 | $10,129+218.9% | $8,703+271.2% | $12,270+163.3% |