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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 | $47,974 | $176,838-72.9% | $146,685-67.3% | $167,518-71.4% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 17.77% | 24.04%-6.3pp | 22.75%-5.0pp | 478.71%-460.9pp |
| Employer contribution / active EE | $1,314 | $5,161-74.5% | $4,137-68.2% | $4,838-72.9% |
| Participant deferral / active EE | $5,301 | $6,441-17.7% | $5,507-3.7% | $6,342-16.4% |
| Admin fee / account holder | $3,229 | $13,262-75.7% | $10,281-68.6% | $12,312-73.8% |