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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 | $30,125 | $112,729-73.3% | $98,716-69.5% | $137,256-78.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 16.57% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,488 | $2,725-45.4% | $2,279-34.7% | $4,156-64.2% |
| Participant deferral / active EE | $7,066 | $4,640+52.3% | $4,048+74.6% | $6,407+10.3% |
| Admin fee / account holder | $2,525 | $10,129-75.1% | $8,703-71.0% | $12,270-79.4% |