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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 | $48,390 | $202,463-76.1% | $169,397-71.4% | $139,487-65.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 17.86% | 532.64%-514.8pp | 406.23%-388.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $2,970 | $4,694-36.7% | $4,013-26.0% | $4,755-37.5% |
| Participant deferral / active EE | $4,998 | $6,941-28.0% | $6,223-19.7% | $6,713-25.5% |
| Admin fee / account holder | $2,427 | $10,726-77.4% | $9,017-73.1% | $11,407-78.7% |