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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 | $50,662 | $110,248-54.0% | $95,728-47.1% | $139,456-63.7% |
| Participation rate | 73.3% | 75.7%-2.4pp | 72.3%+1.1pp | 80.3%-7.0pp |
| Annual return | 11.12% | 27.16%-16.0pp | 28.40%-17.3pp | 373.45%-362.3pp |
| Employer contribution / active EE | $729 | $3,258-77.6% | $2,835-74.3% | $4,753-84.7% |
| Participant deferral / active EE | $1,849 | $4,675-60.5% | $4,245-56.4% | $6,711-72.5% |
| Admin fee / account holder | $32,378 | $6,607+390.0% | $5,673+470.8% | $11,407+183.8% |