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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 | $33,838 | $52,279-35.3% | $89,435-62.2% | $79,856-57.6% |
| Participation rate | 80.6% | 57.5%+23.0pp | 68.0%+12.6pp | 69.6%+10.9pp |
| Annual return | 18.33% | 22.16%-3.8pp | 245.55%-227.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,476 | $1,572-6.1% | $2,587-43.0% | $2,471-40.3% |
| Participant deferral / active EE | $3,396 | $2,740+23.9% | $3,890-12.7% | $3,741-9.2% |
| Admin fee / account holder | $1,695 | $3,356-49.5% | $4,884-65.3% | $5,306-68.1% |