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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 | $36,249 | $51,222-29.2% | $70,544-48.6% | $75,173-51.8% |
| Participation rate | 74.1% | 61.0%+13.1pp | 68.4%+5.7pp | 67.2%+6.9pp |
| Annual return | 15.09% | 30.06%-15.0pp | 32.79%-17.7pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,484 | $1,827-18.8% | $2,976-50.1% | $2,671-44.4% |
| Participant deferral / active EE | $2,441 | $2,850-14.3% | $4,568-46.6% | $4,126-40.8% |
| Admin fee / account holder | $31,987 | $4,096+681.0% | $6,427+397.7% | $5,651+466.1% |