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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 | $45,227 | $105,149-57.0% | $94,659-52.2% | $139,427-67.6% |
| Participation rate | 84.6% | 82.4%+2.2pp | 80.8%+3.8pp | 80.3%+4.3pp |
| Annual return | 27.29% | 38.04%-10.7pp | 156.75%-129.5pp | 373.27%-346.0pp |
| Employer contribution / active EE | $2,009 | $4,106-51.1% | $3,673-45.3% | $4,752-57.7% |
| Participant deferral / active EE | $2,544 | $7,600-66.5% | $7,419-65.7% | $6,711-62.1% |
| Admin fee / account holder | $656 | $8,986-92.7% | $7,232-90.9% | $11,404-94.3% |