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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 | $35,761 | $118,708-69.9% | $98,920-63.8% | $158,982-77.5% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 14.26% | 372.49%-358.2pp | 196.47%-182.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,506 | $3,334-54.8% | $2,689-44.0% | $4,763-68.4% |
| Participant deferral / active EE | $2,724 | $5,089-46.5% | $4,245-35.8% | $5,983-54.5% |
| Admin fee / account holder | $7,223 | $10,134-28.7% | $6,643+8.7% | $11,252-35.8% |