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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 | $45,374 | $112,131-59.5% | $95,964-52.7% | $158,982-71.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.86% | 171.19%-152.3pp | 91.64%-72.8pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,280 | $3,199-28.7% | $2,541-10.3% | $4,763-52.1% |
| Participant deferral / active EE | $5,225 | $4,784+9.2% | $4,167+25.4% | $5,983-12.7% |
| Admin fee / account holder | $5,277 | $10,136-47.9% | $6,797-22.4% | $11,252-53.1% |