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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 | $49,127 | $86,298-43.1% | $111,308-55.9% | $85,847-42.8% |
| Participation rate | 73.5% | 73.3%+0.2pp | 77.3%-3.8pp | 69.3%+4.2pp |
| Annual return | 11.23% | 19.99%-8.8pp | 54.67%-43.4pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,830 | $2,044-10.4% | $2,732-33.0% | $2,565-28.7% |
| Participant deferral / active EE | $4,649 | $3,641+27.7% | $4,487+3.6% | $3,952+17.6% |
| Admin fee / account holder | $1,070 | $8,189-86.9% | $7,965-86.6% | $6,261-82.9% |