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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 | $39,796 | $76,407-47.9% | $150,298-73.5% | $82,448-51.7% |
| Participation rate | 70.6% | 66.4%+4.2pp | 77.8%-7.2pp | 68.1%+2.5pp |
| Annual return | 13.69% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $792 | $2,614-69.7% | $4,154-80.9% | $2,551-68.9% |
| Participant deferral / active EE | $2,688 | $3,214-16.4% | $5,453-50.7% | $4,139-35.1% |
| Admin fee / account holder | $657 | $6,352-89.7% | $14,116-95.3% | $7,234-90.9% |