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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 | $50,195 | $100,203-49.9% | $85,240-41.1% | $145,897-65.6% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 15.77% | 84.28%-68.5pp | 66.75%-51.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,356 | $3,242+3.5% | $2,735+22.7% | $4,663-28.0% |
| Participant deferral / active EE | $8,713 | $5,299+64.4% | $4,527+92.5% | $6,689+30.2% |
| Admin fee / account holder | $3,785 | $7,265-47.9% | $6,165-38.6% | $13,390-71.7% |