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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 | $42,073 | $106,923-60.7% | $84,023-49.9% | $152,909-72.5% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 25.60% | 105.02%-79.4pp | 71.32%-45.7pp | 345.46%-319.9pp |
| Employer contribution / active EE | $623 | $2,735-77.2% | $1,984-68.6% | $4,764-86.9% |
| Participant deferral / active EE | $1,780 | $4,013-55.6% | $3,239-45.1% | $5,851-69.6% |
| Admin fee / account holder | $613 | $8,289-92.6% | $6,102-90.0% | $11,601-94.7% |