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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 | $38,704 | $89,367-56.7% | $141,191-72.6% | $72,975-47.0% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 53.03% | 111.87%-58.8pp | 71.41%-18.4pp | 81.01%-28.0pp |
| Employer contribution / active EE | $3,196 | $3,115+2.6% | $4,736-32.5% | $2,440+31.0% |
| Participant deferral / active EE | $7,202 | $5,419+32.9% | $6,710+7.3% | $3,608+99.6% |
| Admin fee / account holder | $6,641 | $5,957+11.5% | $10,264-35.3% | $5,124+29.6% |