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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 | $40,984 | $183,516-77.7% | $155,534-73.6% | $145,884-71.9% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 11.87% | 61.43%-49.6pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,313 | $5,315-75.3% | $4,675-71.9% | $4,662-71.8% |
| Participant deferral / active EE | $6,309 | $6,467-2.4% | $5,630+12.1% | $6,690-5.7% |
| Admin fee / account holder | $8,874 | $19,293-54.0% | $15,900-44.2% | $13,392-33.7% |