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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 | $40,471 | $148,582-72.8% | $135,942-70.2% | $139,456-71.0% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.1pp |
| Annual return | 23.44% | 79.26%-55.8pp | 68.28%-44.8pp | 373.45%-350.0pp |
| Employer contribution / active EE | $2,431 | $5,245-53.7% | $4,858-50.0% | $4,753-48.9% |
| Participant deferral / active EE | $7,243 | $8,101-10.6% | $7,759-6.7% | $6,711+7.9% |
| Admin fee / account holder | $16,140 | $12,402+30.1% | $10,764+49.9% | $11,407+41.5% |