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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 | $49,027 | $111,535-56.0% | $105,223-53.4% | $137,256-64.3% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 13.35% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,992 | $3,939-49.4% | $3,689-46.0% | $4,156-52.1% |
| Participant deferral / active EE | $3,743 | $5,500-31.9% | $5,072-26.2% | $6,407-41.6% |
| Admin fee / account holder | $371 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |