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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 | $50,956 | $72,071-29.3% | $68,368-25.5% | $137,256-62.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 17.64% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,647 | $2,788-40.9% | $2,649-37.8% | $4,156-60.4% |
| Participant deferral / active EE | $9,451 | $4,410+114.3% | $4,123+129.2% | $6,407+47.5% |
| Admin fee / account holder | $2,311 | $5,336-56.7% | $5,150-55.1% | $12,270-81.2% |