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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 | $56,194 | $106,267-47.1% | $96,520-41.8% | $139,456-59.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 24.90% | 38.45%-13.5pp | 35.72%-10.8pp | 373.45%-348.5pp |
| Employer contribution / active EE | $3,222 | $4,105-21.5% | $3,739-13.8% | $4,753-32.2% |
| Participant deferral / active EE | $9,366 | $5,454+71.7% | $4,879+92.0% | $6,711+39.6% |
| Admin fee / account holder | $555 | $7,882-93.0% | $6,733-91.8% | $11,407-95.1% |