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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 | $31,665 | $123,155-74.3% | $108,753-70.9% | $155,188-79.6% |
| Participation rate | 76.9% | 75.6%+1.3pp | 71.1%+5.8pp | 80.8%-3.9pp |
| Annual return | 19.04% | 44.73%-25.7pp | 37.47%-18.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,795 | $2,811-36.2% | $2,427-26.0% | $4,248-57.8% |
| Participant deferral / active EE | $5,269 | $4,623+14.0% | $4,115+28.1% | $6,531-19.3% |
| Admin fee / account holder | $1,060 | $12,126-91.3% | $10,320-89.7% | $14,480-92.7% |