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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 | $47,977 | $183,592-73.9% | $155,574-69.2% | $145,877-67.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.66% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,590 | $5,317-51.3% | $4,676-44.6% | $4,663-44.5% |
| Participant deferral / active EE | $7,143 | $6,466+10.5% | $5,629+26.9% | $6,691+6.8% |
| Admin fee / account holder | $2,178 | $19,316-88.7% | $15,914-86.3% | $13,402-83.7% |