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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 | $48,667 | $61,789-21.2% | $97,167-49.9% | $80,874-39.8% |
| Participation rate | 70.2% | 63.5%+6.7pp | 72.7%-2.5pp | 67.6%+2.6pp |
| Annual return | 18.88% | -557.90%+576.8pp | 75.27%-56.4pp | 35.62%-16.7pp |
| Employer contribution / active EE | $2,221 | $1,837+20.9% | $2,729-18.6% | $2,756-19.4% |
| Participant deferral / active EE | $4,404 | $3,028+45.4% | $4,264+3.3% | $4,297+2.5% |
| Admin fee / account holder | $5,007 | $5,168-3.1% | $5,650-11.4% | $6,935-27.8% |