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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 | $40,777 | $124,346-67.2% | $111,308-63.4% | $167,536-75.7% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.3pp | 82.1%+9.6pp |
| Annual return | 12.52% | 37.45%-24.9pp | 54.67%-42.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $4,224 | $3,437+22.9% | $2,732+54.6% | $4,839-12.7% |
| Participant deferral / active EE | $4,476 | $5,182-13.6% | $4,487-0.3% | $6,342-29.4% |
| Admin fee / account holder | $547 | $10,621-94.9% | $7,965-93.1% | $12,315-95.6% |