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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 | $47,333 | $86,288-45.1% | $111,306-57.5% | $85,851-44.9% |
| Participation rate | 80.5% | 73.3%+7.2pp | 77.3%+3.2pp | 69.3%+11.2pp |
| Annual return | 12.82% | 19.99%-7.2pp | 54.67%-41.8pp | 318.63%-305.8pp |
| Employer contribution / active EE | $1,850 | $2,044-9.5% | $2,732-32.3% | $2,565-27.9% |
| Participant deferral / active EE | $3,561 | $3,641-2.2% | $4,488-20.6% | $3,952-9.9% |
| Admin fee / account holder | $1,063 | $8,189-87.0% | $7,966-86.7% | $6,261-83.0% |