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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 | $39,020 | $117,904-66.9% | $102,457-61.9% | $145,978-73.3% |
| Participation rate | 78.9% | 78.6%+0.3pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 14.27% | 31.80%-17.5pp | 29.41%-15.1pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,956 | $3,613-45.9% | $3,022-35.3% | $4,662-58.0% |
| Participant deferral / active EE | $3,349 | $5,733-41.6% | $5,054-33.7% | $6,690-49.9% |
| Admin fee / account holder | $379 | $13,329-97.2% | $9,451-96.0% | $13,400-97.2% |