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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 | $49,993 | $62,549-20.1% | $85,705-41.7% | $85,851-41.8% |
| Participation rate | 78.6% | 61.1%+17.4pp | 69.9%+8.7pp | 69.3%+9.3pp |
| Annual return | 21.06% | 23.77%-2.7pp | 21.49%-0.4pp | 318.63%-297.6pp |
| Employer contribution / active EE | $2,144 | $1,755+22.1% | $2,619-18.1% | $2,565-16.4% |
| Participant deferral / active EE | $4,311 | $2,802+53.8% | $3,924+9.9% | $3,952+9.1% |
| Admin fee / account holder | $10,113 | $4,644+117.8% | $6,877+47.1% | $6,261+61.5% |