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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 | $50,143 | $56,431-11.1% | $130,788-61.7% | $87,485-42.7% |
| Participation rate | 93.9% | 58.9%+35.0pp | 70.1%+23.8pp | 68.9%+25.0pp |
| Annual return | 13.78% | 91.27%-77.5pp | 386.44%-372.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $775 | $1,549-50.0% | $3,558-78.2% | $2,596-70.2% |
| Participant deferral / active EE | $3,266 | $2,749+18.8% | $4,137-21.1% | $4,274-23.6% |
| Admin fee / account holder | $2,443 | $4,433-44.9% | $6,673-63.4% | $7,775-68.6% |