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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 | $40,553 | $111,535-63.6% | $105,223-61.5% | $137,256-70.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 19.20% | 237.85%-218.7pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,918 | $3,939-51.3% | $3,689-48.0% | $4,156-53.8% |
| Participant deferral / active EE | $2,564 | $5,500-53.4% | $5,072-49.4% | $6,407-60.0% |
| Admin fee / account holder | $3,499 | $9,721-64.0% | $8,859-60.5% | $12,270-71.5% |