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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 | $36,650 | $81,208-54.9% | $98,920-63.0% | $79,856-54.1% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 12.48% | 60.99%-48.5pp | 196.47%-184.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $550 | $1,960-71.9% | $2,689-79.5% | $2,471-77.7% |
| Participant deferral / active EE | $3,064 | $3,265-6.2% | $4,245-27.8% | $3,741-18.1% |
| Admin fee / account holder | $1,496 | $6,013-75.1% | $6,643-77.5% | $5,306-71.8% |