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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 | $62,561 | $124,346-49.7% | $111,308-43.8% | $167,536-62.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 15.75% | 37.45%-21.7pp | 54.67%-38.9pp | 478.82%-463.1pp |
| Employer contribution / active EE | $2,746 | $3,437-20.1% | $2,732+0.5% | $4,839-43.3% |
| Participant deferral / active EE | $4,733 | $5,182-8.6% | $4,487+5.5% | $6,342-25.4% |
| Admin fee / account holder | $1,657 | $10,621-84.4% | $7,965-79.2% | $12,315-86.5% |