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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 | $53,826 | $118,869-54.7% | $96,575-44.3% | $167,518-67.9% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.8pp | 82.1%+9.6pp |
| Annual return | 8.54% | 50.49%-42.0pp | 37.79%-29.3pp | 478.71%-470.2pp |
| Employer contribution / active EE | $1,898 | $3,120-39.2% | $2,357-19.5% | $4,838-60.8% |
| Participant deferral / active EE | $3,045 | $4,616-34.0% | $3,849-20.9% | $6,342-52.0% |
| Admin fee / account holder | $2,056 | $8,067-74.5% | $6,182-66.7% | $12,312-83.3% |