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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 | $49,427 | $166,089-70.2% | $164,928-70.0% | $145,978-66.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 19.85% | 100.26%-80.4pp | 70.08%-50.2pp | 550.52%-530.7pp |
| Employer contribution / active EE | $3,791 | $5,276-28.1% | $4,343-12.7% | $4,662-18.7% |
| Participant deferral / active EE | $12,638 | $6,961+81.5% | $6,034+109.5% | $6,690+88.9% |
| Admin fee / account holder | $462 | $16,641-97.2% | $12,684-96.4% | $13,400-96.6% |