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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 | $49,685 | $89,370-44.4% | $141,197-64.8% | $72,976-31.9% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.5%-1.4pp | 69.5%+11.6pp |
| Annual return | 49.15% | 111.88%-62.7pp | 71.41%-22.3pp | 81.02%-31.9pp |
| Employer contribution / active EE | $2,775 | $3,115-10.9% | $4,736-41.4% | $2,440+13.7% |
| Participant deferral / active EE | $5,219 | $5,419-3.7% | $6,710-22.2% | $3,608+44.7% |
| Admin fee / account holder | $4,768 | $5,957-20.0% | $10,265-53.5% | $5,124-6.9% |