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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 | $44,703 | $65,440-31.7% | $98,506-54.6% | $85,851-47.9% |
| Participation rate | 79.3% | 65.0%+14.3pp | 73.3%+6.0pp | 69.3%+10.0pp |
| Annual return | 20.50% | 21.75%-1.2pp | 1494.92%-1474.4pp | 318.63%-298.1pp |
| Employer contribution / active EE | $486 | $2,169-77.6% | $2,961-83.6% | $2,565-81.1% |
| Participant deferral / active EE | $3,471 | $3,168+9.6% | $4,277-18.8% | $3,952-12.2% |
| Admin fee / account holder | $4,490 | $4,596-2.3% | $5,955-24.6% | $6,261-28.3% |