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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 | $32,592 | $105,200-69.0% | $159,474-79.6% | $85,847-62.0% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.8%+0.8pp | 69.3%+14.4pp |
| Annual return | 22.07% | 45.08%-23.0pp | 263.68%-241.6pp | 318.61%-296.5pp |
| Employer contribution / active EE | $1,402 | $3,319-57.7% | $4,831-71.0% | $2,565-45.3% |
| Participant deferral / active EE | $3,848 | $5,946-35.3% | $7,353-47.7% | $3,952-2.6% |
| Admin fee / account holder | $2,767 | $6,934-60.1% | $10,802-74.4% | $6,261-55.8% |