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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 | $29,757 | $183,516-83.8% | $155,534-80.9% | $145,884-79.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.60% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,236 | $5,315-76.7% | $4,675-73.6% | $4,662-73.5% |
| Participant deferral / active EE | $1,985 | $6,467-69.3% | $5,630-64.7% | $6,690-70.3% |
| Admin fee / account holder | $654 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |