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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 | $32,986 | $103,008-68.0% | $90,304-63.5% | $152,897-78.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 25.79% | 95.22%-69.4pp | 78.13%-52.3pp | 345.43%-319.6pp |
| Employer contribution / active EE | $817 | $3,139-74.0% | $2,855-71.4% | $4,764-82.8% |
| Participant deferral / active EE | $7,512 | $4,281+75.5% | $3,885+93.3% | $5,851+28.4% |
| Admin fee / account holder | $3,068 | $6,175-50.3% | $5,354-42.7% | $11,599-73.5% |