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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 | $60,483 | $111,787-45.9% | $93,681-35.4% | $145,978-58.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.45% | 203.52%-193.1pp | 133.47%-123.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,920 | $3,093-37.9% | $2,422-20.7% | $4,662-58.8% |
| Participant deferral / active EE | $9,800 | $4,918+99.3% | $4,415+122.0% | $6,690+46.5% |
| Admin fee / account holder | $437 | $10,256-95.7% | $8,290-94.7% | $13,400-96.7% |