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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 | $48,310 | $183,539-73.7% | $155,556-68.9% | $145,897-66.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.11% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,106 | $5,315-41.6% | $4,675-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $5,657 | $6,467-12.5% | $5,631+0.5% | $6,689-15.4% |
| Admin fee / account holder | $674 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |