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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 | $29,131 | $232,540-87.5% | $185,117-84.3% | $147,586-80.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 14.00% | 43.03%-29.0pp | 40.50%-26.5pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,679 | $5,195-67.7% | $4,182-59.8% | $4,876-65.6% |
| Participant deferral / active EE | $2,271 | $5,834-61.1% | $5,045-55.0% | $5,439-58.2% |
| Admin fee / account holder | $7,253 | $10,275-29.4% | $8,159-11.1% | $10,886-33.4% |