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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 | $39,319 | $60,119-34.6% | $90,430-56.5% | $79,858-50.8% |
| Participation rate | 70.5% | 65.0%+5.5pp | 72.7%-2.2pp | 69.6%+0.8pp |
| Annual return | 14.00% | 71.94%-57.9pp | 1293.73%-1279.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $1,636 | $2,068-20.9% | $3,262-49.8% | $2,471-33.8% |
| Participant deferral / active EE | $3,281 | $2,938+11.7% | $3,963-17.2% | $3,740-12.3% |
| Admin fee / account holder | $848 | $3,976-78.7% | $5,613-84.9% | $5,306-84.0% |