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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 | $49,454 | $102,638-51.8% | $81,982-39.7% | $158,982-68.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.3%+20.7pp | 82.0%+8.0pp |
| Annual return | 13.02% | 61.05%-48.0pp | 41.31%-28.3pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,780 | $3,241+16.6% | $2,498+51.3% | $4,763-20.6% |
| Participant deferral / active EE | $2,680 | $4,649-42.4% | $3,722-28.0% | $5,983-55.2% |
| Admin fee / account holder | $693 | $8,237-91.6% | $5,665-87.8% | $11,252-93.8% |