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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 | $42,525 | $97,125-56.2% | $86,233-50.7% | $137,256-69.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 16.35% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,751 | $2,841+67.2% | $2,504+89.7% | $4,156+14.3% |
| Participant deferral / active EE | $5,693 | $5,180+9.9% | $4,559+24.9% | $6,407-11.1% |
| Admin fee / account holder | $5,356 | $9,725-44.9% | $8,342-35.8% | $12,270-56.3% |