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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 | $45,549 | $102,422-55.5% | $147,117-69.0% | $80,959-43.7% |
| Participation rate | 84.4% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | 12.66% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,374 | $3,717-36.1% | $4,932-51.9% | $2,757-13.9% |
| Participant deferral / active EE | $4,687 | $6,652-29.5% | $8,065-41.9% | $4,300+9.0% |
| Admin fee / account holder | $4,635 | $7,953-41.7% | $12,993-64.3% | $6,925-33.1% |