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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 | $44,283 | $105,856-58.2% | $90,161-50.9% | $147,586-70.0% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 10.58% | 37.63%-27.1pp | 34.89%-24.3pp | 578.59%-568.0pp |
| Employer contribution / active EE | $2,456 | $4,126-40.5% | $3,318-26.0% | $4,876-49.6% |
| Participant deferral / active EE | $4,759 | $5,733-17.0% | $5,287-10.0% | $5,439-12.5% |
| Admin fee / account holder | $16,364 | $8,046+103.4% | $5,943+175.3% | $10,886+50.3% |