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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 | $30,744 | $117,895-73.9% | $102,460-70.0% | $145,897-78.9% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 10.64% | 31.92%-21.3pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,147 | $3,619-40.7% | $3,025-29.0% | $4,663-54.0% |
| Participant deferral / active EE | $3,099 | $5,736-46.0% | $5,056-38.7% | $6,689-53.7% |
| Admin fee / account holder | $2,549 | $13,353-80.9% | $9,460-73.1% | $13,390-81.0% |