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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 | $49,813 | $98,766-49.6% | $149,730-66.7% | $79,852-37.6% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 25.27% | 27.43%-2.2pp | 276.70%-251.4pp | 31.72%-6.4pp |
| Employer contribution / active EE | $3,498 | $3,217+8.7% | $4,645-24.7% | $2,471+41.6% |
| Participant deferral / active EE | $8,969 | $5,681+57.9% | $6,843+31.1% | $3,740+139.8% |
| Admin fee / account holder | $9,883 | $6,052+63.3% | $9,310+6.2% | $5,306+86.3% |