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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 | $38,333 | $104,937-63.5% | $84,628-54.7% | $152,897-74.9% |
| Participation rate | 70.8% | 74.8%-4.0pp | 68.2%+2.6pp | 82.5%-11.6pp |
| Annual return | 14.25% | 373.88%-359.6pp | 258.80%-244.5pp | 345.43%-331.2pp |
| Employer contribution / active EE | $965 | $3,303-70.8% | $2,653-63.6% | $4,764-79.8% |
| Participant deferral / active EE | $2,847 | $4,690-39.3% | $3,900-27.0% | $5,851-51.3% |
| Admin fee / account holder | $2,769 | $6,243-55.6% | $4,914-43.6% | $11,599-76.1% |