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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 | $48,732 | $123,793-60.6% | $177,848-72.6% | $79,856-39.0% |
| Participation rate | 76.0% | 84.7%-8.7pp | 87.7%-11.7pp | 69.6%+6.4pp |
| Annual return | 122.38% | 22.82%+99.6pp | 48.33%+74.1pp | 31.71%+90.7pp |
| Employer contribution / active EE | $2,872 | $4,095-29.9% | $5,919-51.5% | $2,471+16.2% |
| Participant deferral / active EE | $10,282 | $5,956+72.6% | $7,714+33.3% | $3,741+174.9% |
| Admin fee / account holder | $2,406 | $7,243-66.8% | $12,431-80.6% | $5,306-54.7% |