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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 | $24,050 | $100,073-76.0% | $85,126-71.7% | $145,877-83.5% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 15.74% | 84.11%-68.4pp | 66.63%-50.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,555 | $3,236+9.8% | $2,731+30.2% | $4,663-23.8% |
| Participant deferral / active EE | $5,954 | $5,294+12.5% | $4,523+31.6% | $6,691-11.0% |
| Admin fee / account holder | $1,819 | $7,261-75.0% | $6,160-70.5% | $13,402-86.4% |