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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 | $48,930 | $183,592-73.3% | $155,574-68.5% | $145,877-66.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.31% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,179 | $5,317-40.2% | $4,676-32.0% | $4,663-31.8% |
| Participant deferral / active EE | $8,343 | $6,466+29.0% | $5,629+48.2% | $6,691+24.7% |
| Admin fee / account holder | $3,090 | $19,316-84.0% | $15,914-80.6% | $13,402-76.9% |