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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 | $45,492 | $106,008-57.1% | $92,240-50.7% | $147,586-69.2% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 12.49% | 50.05%-37.6pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $4,437 | $4,333+2.4% | $3,680+20.6% | $4,876-9.0% |
| Participant deferral / active EE | $2,517 | $4,478-43.8% | $3,897-35.4% | $5,439-53.7% |
| Admin fee / account holder | $1,847 | $6,333-70.8% | $5,194-64.4% | $10,886-83.0% |