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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 | $38,279 | $110,830-65.5% | $86,625-55.8% | $167,553-77.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 71.6%+6.1pp | 82.1%-4.3pp |
| Annual return | 16.62% | 116.99%-100.4pp | 63.52%-46.9pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,387 | $3,245-57.3% | $2,496-44.4% | $4,840-71.3% |
| Participant deferral / active EE | $2,203 | $4,548-51.6% | $3,700-40.4% | $6,343-65.3% |
| Admin fee / account holder | $32,980 | $8,420+291.7% | $5,830+465.7% | $12,316+167.8% |