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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 | $33,319 | $89,364-62.7% | $141,177-76.4% | $72,983-54.3% |
| Participation rate | 75.9% | 75.1%+0.8pp | 82.5%-6.5pp | 69.5%+6.4pp |
| Annual return | 25.20% | 111.86%-86.7pp | 71.40%-46.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,566 | $3,115-49.7% | $4,736-66.9% | $2,440-35.8% |
| Participant deferral / active EE | $4,064 | $5,419-25.0% | $6,710-39.4% | $3,608+12.7% |
| Admin fee / account holder | $1,317 | $5,959-77.9% | $10,263-87.2% | $5,124-74.3% |