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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 | $41,514 | $109,967-62.2% | $97,197-57.3% | $145,877-71.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.86% | 244.27%-230.4pp | 75.47%-61.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,419 | $3,077-53.9% | $2,723-47.9% | $4,663-69.6% |
| Participant deferral / active EE | $2,031 | $4,676-56.6% | $4,263-52.4% | $6,691-69.6% |
| Admin fee / account holder | $1,110 | $6,199-82.1% | $5,637-80.3% | $13,402-91.7% |