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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 | $40,913 | $103,393-60.4% | $87,103-53.0% | $152,909-73.2% |
| Participation rate | 79.2% | 79.4%-0.2pp | 76.9%+2.3pp | 82.5%-3.3pp |
| Annual return | 11.48% | 28.10%-16.6pp | 28.19%-16.7pp | 345.46%-334.0pp |
| Employer contribution / active EE | $1,523 | $3,221-52.7% | $2,521-39.6% | $4,764-68.0% |
| Participant deferral / active EE | $2,466 | $4,778-48.4% | $4,049-39.1% | $5,851-57.8% |
| Admin fee / account holder | $10,237 | $12,195-16.1% | $7,491+36.7% | $11,601-11.8% |