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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 | $27,839 | $115,814-76.0% | $101,275-72.5% | $158,982-82.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 10.97% | 56.16%-45.2pp | 46.48%-35.5pp | 302.99%-292.0pp |
| Employer contribution / active EE | $2,348 | $4,176-43.8% | $3,660-35.8% | $4,763-50.7% |
| Participant deferral / active EE | $3,125 | $4,958-37.0% | $4,371-28.5% | $5,983-47.8% |
| Admin fee / account holder | $520 | $7,249-92.8% | $5,948-91.3% | $11,252-95.4% |