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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 | $57,746 | $106,247-45.6% | $96,515-40.2% | $139,466-58.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 21.54% | 38.47%-16.9pp | 35.73%-14.2pp | 373.66%-352.1pp |
| Employer contribution / active EE | $3,520 | $4,106-14.3% | $3,740-5.9% | $4,754-25.9% |
| Participant deferral / active EE | $8,350 | $5,456+53.0% | $4,880+71.1% | $6,712+24.4% |
| Admin fee / account holder | $563 | $7,885-92.9% | $6,735-91.6% | $11,409-95.1% |