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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 | $43,092 | $112,131-61.6% | $95,964-55.1% | $158,982-72.9% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 8.68% | 171.19%-162.5pp | 91.64%-83.0pp | 302.99%-294.3pp |
| Employer contribution / active EE | $1,587 | $3,199-50.4% | $2,541-37.5% | $4,763-66.7% |
| Participant deferral / active EE | $3,079 | $4,784-35.6% | $4,167-26.1% | $5,983-48.5% |
| Admin fee / account holder | $8,987 | $10,136-11.3% | $6,797+32.2% | $11,252-20.1% |