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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 | $37,083 | $77,920-52.4% | $149,723-75.2% | $75,177-50.7% |
| Participation rate | 72.5% | 65.6%+6.9pp | 78.8%-6.3pp | 67.2%+5.3pp |
| Annual return | 20.91% | 31.72%-10.8pp | 134.50%-113.6pp | 160.75%-139.8pp |
| Employer contribution / active EE | $1,665 | $3,138-47.0% | $4,821-65.5% | $2,671-37.7% |
| Participant deferral / active EE | $2,847 | $3,411-16.6% | $5,682-49.9% | $4,126-31.0% |
| Admin fee / account holder | $1,173 | $5,951-80.3% | $13,215-91.1% | $5,651-79.3% |