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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 | $46,950 | $227,597-79.4% | $189,575-75.2% | $167,536-72.0% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 14.12% | 78.44%-64.3pp | 64.19%-50.1pp | 478.82%-464.7pp |
| Employer contribution / active EE | $6,656 | $5,316+25.2% | $4,412+50.9% | $4,839+37.5% |
| Participant deferral / active EE | $2,217 | $7,002-68.3% | $6,174-64.1% | $6,342-65.0% |
| Admin fee / account holder | $325 | $11,877-97.3% | $9,806-96.7% | $12,315-97.4% |