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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 | $40,208 | $226,046-82.2% | $182,508-78.0% | $152,870-73.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 15.20% | 192.52%-177.3pp | 148.54%-133.3pp | 345.34%-330.1pp |
| Employer contribution / active EE | $2,670 | $4,977-46.3% | $4,075-34.5% | $4,763-43.9% |
| Participant deferral / active EE | $4,693 | $6,368-26.3% | $5,525-15.0% | $5,850-19.8% |
| Admin fee / account holder | $955 | $10,704-91.1% | $8,592-88.9% | $11,597-91.8% |