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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 | $48,683 | $49,891-2.4% | $80,607-39.6% | $75,181-35.2% |
| Participation rate | 76.0% | 55.3%+20.7pp | 67.0%+9.0pp | 67.2%+8.8pp |
| Annual return | 18.25% | 34.67%-16.4pp | 936.11%-917.9pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,437 | $1,698-15.4% | $2,724-47.3% | $2,671-46.2% |
| Participant deferral / active EE | $3,034 | $2,991+1.4% | $4,448-31.8% | $4,126-26.5% |
| Admin fee / account holder | $312 | $3,578-91.3% | $5,379-94.2% | $5,650-94.5% |