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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 | $50,478 | $102,422-50.7% | $147,117-65.7% | $80,959-37.7% |
| Participation rate | 74.2% | 75.9%-1.7pp | 82.2%-8.0pp | 67.7%+6.5pp |
| Annual return | 13.91% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $5,171 | $3,717+39.1% | $4,932+4.8% | $2,757+87.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,434 | $7,953-82.0% | $12,993-89.0% | $6,925-79.3% |