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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 | $48,774 | $100,901-51.7% | $75,501-35.4% | $147,586-67.0% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.4%+7.6pp | 82.8%-2.8pp |
| Annual return | 26.11% | 35.78%-9.7pp | 27.35%-1.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $1,434 | $3,253-55.9% | $2,352-39.0% | $4,876-70.6% |
| Participant deferral / active EE | $2,758 | $4,027-31.5% | $3,142-12.2% | $5,439-49.3% |
| Admin fee / account holder | $1,448 | $11,285-87.2% | $5,801-75.0% | $10,886-86.7% |