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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 | $47,774 | $108,911-56.1% | $100,392-52.4% | $145,884-67.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.86% | 58.23%-44.4pp | 49.45%-35.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $612 | $4,420-86.2% | $3,941-84.5% | $4,662-86.9% |
| Participant deferral / active EE | $4,211 | $8,459-50.2% | $8,090-47.9% | $6,690-37.1% |
| Admin fee / account holder | $12,692 | $9,698+30.9% | $7,904+60.6% | $13,392-5.2% |