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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 | $44,142 | $108,911-59.5% | $100,392-56.0% | $145,884-69.7% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 15.00% | 58.23%-43.2pp | 49.45%-34.5pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,850 | $4,420-58.1% | $3,941-53.1% | $4,662-60.3% |
| Participant deferral / active EE | $3,222 | $8,459-61.9% | $8,090-60.2% | $6,690-51.8% |
| Admin fee / account holder | $686 | $9,698-92.9% | $7,904-91.3% | $13,392-94.9% |