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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 | $48,313 | $111,787-56.8% | $93,681-48.4% | $145,978-66.9% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.4pp |
| Annual return | 15.06% | 203.52%-188.5pp | 133.47%-118.4pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,661 | $3,093-46.3% | $2,422-31.4% | $4,662-64.4% |
| Participant deferral / active EE | $3,546 | $4,918-27.9% | $4,415-19.7% | $6,690-47.0% |
| Admin fee / account holder | $2,194 | $10,256-78.6% | $8,290-73.5% | $13,400-83.6% |