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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 | $47,913 | $108,911-56.0% | $100,392-52.3% | $145,884-67.2% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 31.93% | 58.23%-26.3pp | 49.45%-17.5pp | 551.85%-519.9pp |
| Employer contribution / active EE | $2,094 | $4,420-52.6% | $3,941-46.9% | $4,662-55.1% |
| Participant deferral / active EE | $7,656 | $8,459-9.5% | $8,090-5.4% | $6,690+14.4% |
| Admin fee / account holder | $576 | $9,698-94.1% | $7,904-92.7% | $13,392-95.7% |