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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 | $47,956 | $183,516-73.9% | $155,534-69.2% | $145,884-67.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.02% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,594 | $5,315-70.0% | $4,675-65.9% | $4,662-65.8% |
| Participant deferral / active EE | $3,914 | $6,467-39.5% | $5,630-30.5% | $6,690-41.5% |
| Admin fee / account holder | $4,417 | $19,293-77.1% | $15,900-72.2% | $13,392-67.0% |