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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 | $53,766 | $98,760-45.6% | $149,715-64.1% | $79,858-32.7% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.5pp |
| Annual return | 18.52% | 27.43%-8.9pp | 276.66%-258.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $2,652 | $3,217-17.6% | $4,645-42.9% | $2,471+7.3% |
| Participant deferral / active EE | $8,706 | $5,681+53.3% | $6,842+27.2% | $3,740+132.8% |
| Admin fee / account holder | $444 | $6,053-92.7% | $9,310-95.2% | $5,306-91.6% |