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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 | $40,220 | $95,415-57.8% | $185,851-78.4% | $85,851-53.2% |
| Participation rate | 77.5% | 68.8%+8.7pp | 81.7%-4.2pp | 69.3%+8.2pp |
| Annual return | 16.52% | 23.59%-7.1pp | 122.11%-105.6pp | 318.63%-302.1pp |
| Employer contribution / active EE | $1,995 | $3,314-39.8% | $5,168-61.4% | $2,565-22.2% |
| Participant deferral / active EE | $5,040 | $3,424+47.2% | $5,569-9.5% | $3,952+27.5% |
| Admin fee / account holder | $577 | $7,215-92.0% | $16,245-96.4% | $6,261-90.8% |