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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 | $36,888 | $124,346-70.3% | $111,306-66.9% | $167,553-78.0% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 19.68% | 37.46%-17.8pp | 54.67%-35.0pp | 478.89%-459.2pp |
| Employer contribution / active EE | $2,312 | $3,438-32.8% | $2,732-15.4% | $4,840-52.2% |
| Participant deferral / active EE | $4,719 | $5,182-8.9% | $4,488+5.2% | $6,343-25.6% |
| Admin fee / account holder | $19,491 | $10,623+83.5% | $7,966+144.7% | $12,316+58.3% |