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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 | $50,028 | $105,200-52.4% | $159,474-68.6% | $85,847-41.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 13.38% | 45.08%-31.7pp | 263.68%-250.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $2,931 | $3,319-11.7% | $4,831-39.3% | $2,565+14.3% |
| Participant deferral / active EE | $5,324 | $5,946-10.5% | $7,353-27.6% | $3,952+34.7% |
| Admin fee / account holder | $4,954 | $6,934-28.6% | $10,802-54.1% | $6,261-20.9% |