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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 | $39,578 | $108,942-63.7% | $100,415-60.6% | $145,897-72.9% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 11.77% | 58.27%-46.5pp | 49.47%-37.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,822 | $4,422-58.8% | $3,943-53.8% | $4,663-60.9% |
| Participant deferral / active EE | $4,392 | $8,461-48.1% | $8,091-45.7% | $6,689-34.3% |
| Admin fee / account holder | $2,240 | $9,702-76.9% | $7,906-71.7% | $13,390-83.3% |