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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 | $48,242 | $117,895-59.1% | $102,460-52.9% | $145,897-66.9% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 15.97% | 31.92%-16.0pp | 29.47%-13.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,693 | $3,619+29.7% | $3,025+55.1% | $4,663+0.7% |
| Participant deferral / active EE | $8,006 | $5,736+39.6% | $5,056+58.3% | $6,689+19.7% |
| Admin fee / account holder | $757 | $13,353-94.3% | $9,460-92.0% | $13,390-94.4% |