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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 | $31,673 | $100,073-68.4% | $85,126-62.8% | $145,877-78.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.28% | 84.11%-73.8pp | 66.63%-56.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,737 | $3,236-15.4% | $2,731+0.2% | $4,663-41.3% |
| Participant deferral / active EE | $4,554 | $5,294-14.0% | $4,523+0.7% | $6,691-31.9% |
| Admin fee / account holder | $654 | $7,261-91.0% | $6,160-89.4% | $13,402-95.1% |