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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 | $34,963 | $102,638-65.9% | $81,982-57.4% | $158,982-78.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.3%+18.2pp | 82.0%+5.5pp |
| Annual return | 10.20% | 61.05%-50.9pp | 41.31%-31.1pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,809 | $3,241-44.2% | $2,498-27.6% | $4,763-62.0% |
| Participant deferral / active EE | $4,432 | $4,649-4.7% | $3,722+19.1% | $5,983-25.9% |
| Admin fee / account holder | $1,140 | $8,237-86.2% | $5,665-79.9% | $11,252-89.9% |