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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 | $42,829 | $124,346-65.6% | $111,308-61.5% | $167,536-74.4% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 9.82% | 37.45%-27.6pp | 54.67%-44.8pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,793 | $3,437-47.8% | $2,732-34.4% | $4,839-63.0% |
| Participant deferral / active EE | $4,767 | $5,182-8.0% | $4,487+6.2% | $6,342-24.8% |
| Admin fee / account holder | $401 | $10,621-96.2% | $7,965-95.0% | $12,315-96.7% |