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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 | $33,285 | $97,648-65.9% | $121,663-72.6% | $87,485-62.0% |
| Participation rate | 90.9% | 70.5%+20.4pp | 74.5%+16.4pp | 68.9%+22.0pp |
| Annual return | 15.55% | 18.03%-2.5pp | 147.54%-132.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,429 | $2,300-37.9% | $3,020-52.7% | $2,596-45.0% |
| Participant deferral / active EE | $3,998 | $3,923+1.9% | $4,887-18.2% | $4,274-6.4% |
| Admin fee / account holder | $3,348 | $11,100-69.8% | $14,289-76.6% | $7,775-56.9% |