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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 | $55,138 | $115,810-52.4% | $101,271-45.6% | $158,966-65.3% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.6pp |
| Annual return | 13.81% | 56.15%-42.3pp | 46.48%-32.7pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,480 | $4,175-40.6% | $3,660-32.2% | $4,762-47.9% |
| Participant deferral / active EE | $6,271 | $4,958+26.5% | $4,371+43.5% | $5,983+4.8% |
| Admin fee / account holder | $16,156 | $7,248+122.9% | $5,948+171.6% | $11,250+43.6% |