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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 | $45,372 | $60,139-24.6% | $90,461-49.8% | $79,856-43.2% |
| Participation rate | 84.0% | 65.0%+19.0pp | 72.7%+11.3pp | 69.6%+14.4pp |
| Annual return | 10.75% | 71.96%-61.2pp | 1294.76%-1284.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,751 | $2,069+33.0% | $3,264-15.7% | $2,471+11.3% |
| Participant deferral / active EE | $6,300 | $2,939+114.4% | $3,964+58.9% | $3,741+68.4% |
| Admin fee / account holder | $1,880 | $3,978-52.8% | $5,617-66.5% | $5,306-64.6% |