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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 | $40,715 | $100,060-59.3% | $149,721-72.8% | $70,126-41.9% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 19.16% | 27.46%-8.3pp | 1501.67%-1482.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,149 | $3,661-41.3% | $5,444-60.5% | $2,343-8.3% |
| Participant deferral / active EE | $3,853 | $4,982-22.7% | $6,568-41.3% | $3,332+15.6% |
| Admin fee / account holder | $2,209 | $8,285-73.3% | $11,282-80.4% | $4,645-52.4% |