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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 | $27,432 | $154,209-82.2% | $130,062-78.9% | $139,487-80.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 28.38% | 32.52%-4.1pp | -137.37%+165.7pp | 373.84%-345.5pp |
| Employer contribution / active EE | $2,643 | $5,292-50.1% | $4,322-38.9% | $4,755-44.4% |
| Participant deferral / active EE | $10,538 | $6,709+57.1% | $5,821+81.0% | $6,713+57.0% |
| Admin fee / account holder | $355 | $13,988-97.5% | $10,601-96.7% | $11,407-96.9% |