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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 | $31,443 | $52,519-40.1% | $155,789-79.8% | $59,632-47.3% |
| Participation rate | 76.0% | 61.7%+14.3pp | 76.1%-0.1pp | 68.7%+7.3pp |
| Annual return | 1.39% | 53.51%-52.1pp | 71.54%-70.1pp | 2041.32%-2039.9pp |
| Employer contribution / active EE | $899 | $1,589-43.4% | $3,839-76.6% | $2,203-59.2% |
| Participant deferral / active EE | $2,054 | $3,084-33.4% | $4,798-57.2% | $3,192-35.7% |
| Admin fee / account holder | $1,482 | $3,540-58.1% | $7,477-80.2% | $4,297-65.5% |