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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 | $29,245 | $91,179-67.9% | $178,499-83.6% | $79,852-63.4% |
| Participation rate | 71.9% | 69.2%+2.7pp | 81.9%-10.1pp | 69.6%+2.2pp |
| Annual return | 104.48% | 24.19%+80.3pp | 151.10%-46.6pp | 31.72%+72.8pp |
| Employer contribution / active EE | $3,779 | $3,256+16.1% | $5,011-24.6% | $2,471+52.9% |
| Participant deferral / active EE | $4,158 | $3,236+28.5% | $5,202-20.1% | $3,740+11.2% |
| Admin fee / account holder | $1,632 | $6,749-75.8% | $13,986-88.3% | $5,306-69.2% |