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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 | $47,373 | $115,796-59.1% | $101,264-53.2% | $158,950-70.2% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 25.83% | 56.15%-30.3pp | 46.48%-20.6pp | 302.91%-277.1pp |
| Employer contribution / active EE | $2,727 | $4,175-34.7% | $3,660-25.5% | $4,762-42.7% |
| Participant deferral / active EE | $5,856 | $4,958+18.1% | $4,370+34.0% | $5,983-2.1% |
| Admin fee / account holder | $952 | $7,247-86.9% | $5,947-84.0% | $11,248-91.5% |