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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 | $54,899 | $118,875-53.8% | $96,572-43.2% | $167,553-67.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 14.24% | 50.50%-36.3pp | 37.79%-23.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $849 | $3,121-72.8% | $2,357-64.0% | $4,840-82.4% |
| Participant deferral / active EE | $3,097 | $4,617-32.9% | $3,850-19.5% | $6,343-51.2% |
| Admin fee / account holder | $1,516 | $8,070-81.2% | $6,183-75.5% | $12,316-87.7% |