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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 | $39,972 | $116,203-65.6% | $93,621-57.3% | $152,909-73.9% |
| Participation rate | 76.5% | 78.1%-1.6pp | 75.8%+0.6pp | 82.5%-6.0pp |
| Annual return | 20.34% | 35.96%-15.6pp | 32.76%-12.4pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,139 | $3,219-64.6% | $2,719-58.1% | $4,764-76.1% |
| Participant deferral / active EE | $3,971 | $4,605-13.8% | $4,070-2.4% | $5,851-32.1% |
| Admin fee / account holder | $603 | $10,751-94.4% | $7,890-92.4% | $11,601-94.8% |