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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 | $35,530 | $98,766-64.0% | $149,730-76.3% | $79,852-55.5% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 15.98% | 27.43%-11.4pp | 276.70%-260.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $2,669 | $3,217-17.0% | $4,645-42.5% | $2,471+8.0% |
| Participant deferral / active EE | $4,756 | $5,681-16.3% | $6,843-30.5% | $3,740+27.1% |
| Admin fee / account holder | $1,051 | $6,052-82.6% | $9,310-88.7% | $5,306-80.2% |