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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 | $42,828 | $117,895-63.7% | $102,460-58.2% | $145,897-70.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 12.70% | 31.92%-19.2pp | 29.47%-16.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,792 | $3,619-22.8% | $3,025-7.7% | $4,663-40.1% |
| Participant deferral / active EE | $6,220 | $5,736+8.4% | $5,056+23.0% | $6,689-7.0% |
| Admin fee / account holder | $1,269 | $13,353-90.5% | $9,460-86.6% | $13,390-90.5% |