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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 | $73,467 | $162,821-54.9% | $133,978-45.2% | $158,982-53.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 15.85% | 41.95%-26.1pp | 45.10%-29.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,745 | $4,976-44.8% | $3,919-30.0% | $4,763-42.4% |
| Participant deferral / active EE | $5,875 | $5,910-0.6% | $5,047+16.4% | $5,983-1.8% |
| Admin fee / account holder | $404 | $11,742-96.6% | $8,930-95.5% | $11,252-96.4% |