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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 | $49,025 | $102,385-52.1% | $147,080-66.7% | $80,935-39.4% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 22.07% | 135.09%-113.0pp | 420.17%-398.1pp | 35.66%-13.6pp |
| Employer contribution / active EE | $4,670 | $3,717+25.7% | $4,933-5.3% | $2,757+69.4% |
| Participant deferral / active EE | $10,037 | $6,651+50.9% | $8,066+24.4% | $4,299+133.4% |
| Admin fee / account holder | $4,383 | $7,951-44.9% | $12,989-66.3% | $6,924-36.7% |