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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 | $41,550 | $111,535-62.7% | $105,223-60.5% | $137,256-69.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 21.43% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,197 | $3,939-44.2% | $3,689-40.4% | $4,156-47.1% |
| Participant deferral / active EE | $6,537 | $5,500+18.9% | $5,072+28.9% | $6,407+2.0% |
| Admin fee / account holder | $696 | $9,721-92.8% | $8,859-92.1% | $12,270-94.3% |