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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 | $47,704 | $85,024-43.9% | $70,544-32.4% | $139,466-65.8% |
| Participation rate | 93.3% | 73.9%+19.4pp | 68.4%+25.0pp | 80.3%+13.0pp |
| Annual return | 18.83% | 30.39%-11.6pp | 32.79%-14.0pp | 373.66%-354.8pp |
| Employer contribution / active EE | $6,906 | $3,912+76.5% | $2,976+132.1% | $4,754+45.3% |
| Participant deferral / active EE | $3,665 | $5,891-37.8% | $4,568-19.8% | $6,712-45.4% |
| Admin fee / account holder | $327 | $8,928-96.3% | $6,427-94.9% | $11,409-97.1% |