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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 | $28,230 | $102,065-72.3% | $453,569-93.8% | $85,856-67.1% |
| Participation rate | 72.7% | 72.4%+0.4pp | 78.0%-5.3pp | 69.3%+3.4pp |
| Annual return | 27.87% | 25.44%+2.4pp | 64.43%-36.6pp | 318.58%-290.7pp |
| Employer contribution / active EE | $1,373 | $2,852-51.8% | $4,072-66.3% | $2,565-46.5% |
| Participant deferral / active EE | $1,951 | $4,789-59.3% | $6,211-68.6% | $3,952-50.6% |
| Admin fee / account holder | $11,601 | $5,717+102.9% | $11,214+3.4% | $6,261+85.3% |