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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 | $44,482 | $85,766-48.1% | $136,298-67.4% | $70,126-36.6% |
| Participation rate | 77.6% | 74.2%+3.5pp | 81.9%-4.3pp | 69.5%+8.1pp |
| Annual return | 29.78% | 31.46%-1.7pp | 5156.27%-5126.5pp | 73.15%-43.4pp |
| Employer contribution / active EE | $3,810 | $2,966+28.5% | $4,696-18.9% | $2,343+62.7% |
| Participant deferral / active EE | $4,815 | $5,051-4.7% | $6,247-22.9% | $3,332+44.5% |
| Admin fee / account holder | $7,552 | $5,421+39.3% | $9,244-18.3% | $4,645+62.6% |