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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 | $48,970 | $85,766-42.9% | $136,298-64.1% | $70,126-30.2% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 14.87% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,740 | $2,966-7.6% | $4,696-41.6% | $2,343+17.0% |
| Participant deferral / active EE | $4,336 | $5,051-14.2% | $6,247-30.6% | $3,332+30.1% |
| Admin fee / account holder | $8,986 | $5,421+65.8% | $9,244-2.8% | $4,645+93.4% |