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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 | $28,021 | $183,516-84.7% | $155,534-82.0% | $145,884-80.8% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 15.99% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,295 | $5,315-56.8% | $4,675-50.9% | $4,662-50.8% |
| Participant deferral / active EE | $3,104 | $6,467-52.0% | $5,630-44.9% | $6,690-53.6% |
| Admin fee / account holder | $3,196 | $19,293-83.4% | $15,900-79.9% | $13,392-76.1% |