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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 | $29,001 | $115,810-75.0% | $101,271-71.4% | $158,966-81.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 23.04% | 56.15%-33.1pp | 46.48%-23.4pp | 302.95%-279.9pp |
| Employer contribution / active EE | $1,837 | $4,175-56.0% | $3,660-49.8% | $4,762-61.4% |
| Participant deferral / active EE | $5,070 | $4,958+2.2% | $4,371+16.0% | $5,983-15.3% |
| Admin fee / account holder | $397 | $7,248-94.5% | $5,948-93.3% | $11,250-96.5% |