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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 | $33,222 | $89,259-62.8% | $107,187-69.0% | $82,637-59.8% |
| Participation rate | 76.2% | 67.9%+8.3pp | 75.0%+1.2pp | 68.1%+8.1pp |
| Annual return | 19.35% | 21.02%-1.7pp | 204.55%-185.2pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,702 | $3,080-44.7% | $3,782-55.0% | $2,552-33.3% |
| Participant deferral / active EE | $2,127 | $4,037-47.3% | $5,096-58.3% | $4,126-48.5% |
| Admin fee / account holder | $3,223 | $7,381-56.3% | $9,162-64.8% | $7,339-56.1% |