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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 | $48,205 | $102,393-52.9% | $147,041-67.2% | $80,911-40.4% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 13.94% | 134.95%-121.0pp | 419.21%-405.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,353 | $3,715-36.7% | $4,935-52.3% | $2,756-14.6% |
| Participant deferral / active EE | $3,824 | $6,647-42.5% | $8,071-52.6% | $4,297-11.0% |
| Admin fee / account holder | $769 | $7,943-90.3% | $13,006-94.1% | $6,935-88.9% |