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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 | $43,960 | $176,402-75.1% | $134,162-67.2% | $158,982-72.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 42.81% | 63.66%-20.8pp | 36.35%+6.5pp | 302.99%-260.2pp |
| Employer contribution / active EE | $3,740 | $5,042-25.8% | $3,705+1.0% | $4,763-21.5% |
| Participant deferral / active EE | $5,840 | $4,093+42.7% | $3,500+66.9% | $5,983-2.4% |
| Admin fee / account holder | $5,191 | $8,719-40.5% | $6,685-22.4% | $11,252-53.9% |