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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 | $59,647 | $102,422-41.8% | $147,117-59.5% | $80,959-26.3% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.7%+5.8pp |
| Annual return | 12.42% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,460 | $3,717-6.9% | $4,932-29.8% | $2,757+25.5% |
| Participant deferral / active EE | $6,253 | $6,652-6.0% | $8,065-22.5% | $4,300+45.4% |
| Admin fee / account holder | $6,928 | $7,953-12.9% | $12,993-46.7% | $6,9250% |