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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 | $40,946 | $91,559-55.3% | $133,971-69.4% | $79,852-48.7% |
| Participation rate | 79.2% | 73.3%+5.8pp | 79.8%-0.7pp | 69.6%+9.5pp |
| Annual return | 14.52% | 61.85%-47.3pp | 45.09%-30.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,792 | $3,734-52.0% | $5,047-64.5% | $3,740-52.1% |
| Admin fee / account holder | $1,008 | $6,321-84.1% | $8,929-88.7% | $5,306-81.0% |