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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 | $30,783 | $124,980-75.4% | $108,359-71.6% | $154,746-80.1% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 13.82% | 45.00%-31.2pp | 36.89%-23.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,467 | $2,851-48.5% | $2,399-38.9% | $4,379-66.5% |
| Participant deferral / active EE | $2,995 | $4,743-36.9% | $4,137-27.6% | $6,730-55.5% |
| Admin fee / account holder | $1,849 | $11,502-83.9% | $9,741-81.0% | $14,365-87.1% |