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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 | $25,066 | $109,967-77.2% | $97,197-74.2% | $145,877-82.8% |
| Participation rate | 77.3% | 76.0%+1.3pp | 72.7%+4.6pp | 80.3%-3.0pp |
| Annual return | 12.02% | 244.27%-232.2pp | 75.47%-63.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,042 | $3,077-33.6% | $2,723-25.0% | $4,663-56.2% |
| Participant deferral / active EE | $5,097 | $4,676+9.0% | $4,263+19.6% | $6,691-23.8% |
| Admin fee / account holder | $1,519 | $6,199-75.5% | $5,637-73.1% | $13,402-88.7% |