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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 | $45,009 | $125,237-64.1% | $105,608-57.4% | $145,877-69.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 15.70% | 225.76%-210.1pp | 116.50%-100.8pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,655 | $3,720-55.5% | $3,167-47.7% | $4,663-64.5% |
| Participant deferral / active EE | $4,519 | $5,711-20.9% | $5,010-9.8% | $6,691-32.5% |
| Admin fee / account holder | $1,716 | $17,287-90.1% | $11,028-84.4% | $13,402-87.2% |