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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 | $42,680 | $115,796-63.1% | $101,264-57.9% | $158,950-73.1% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 16.40% | 56.15%-39.8pp | 46.48%-30.1pp | 302.91%-286.5pp |
| Employer contribution / active EE | $2,743 | $4,175-34.3% | $3,660-25.1% | $4,762-42.4% |
| Participant deferral / active EE | $4,588 | $4,958-7.5% | $4,370+5.0% | $5,983-23.3% |
| Admin fee / account holder | $373 | $7,247-94.9% | $5,947-93.7% | $11,248-96.7% |