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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 | $48,277 | $183,539-73.7% | $155,556-69.0% | $145,897-66.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.82% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,644 | $5,315-69.1% | $4,675-64.8% | $4,663-64.7% |
| Participant deferral / active EE | $2,860 | $6,467-55.8% | $5,631-49.2% | $6,689-57.2% |
| Admin fee / account holder | $2,054 | $19,275-89.3% | $15,885-87.1% | $13,390-84.7% |