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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 | $40,896 | $165,381-75.3% | $149,730-72.7% | $158,966-74.3% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 18.93% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.0pp |
| Employer contribution / active EE | $2,300 | $5,104-54.9% | $4,645-50.5% | $4,762-51.7% |
| Participant deferral / active EE | $5,696 | $7,182-20.7% | $6,843-16.8% | $5,983-4.8% |
| Admin fee / account holder | $499 | $10,809-95.4% | $9,310-94.6% | $11,250-95.6% |