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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 | $73,578 | $96,678-23.9% | $86,640-15.1% | $139,466-47.2% |
| Participation rate | 85.0% | 74.4%+10.6pp | 71.7%+13.3pp | 80.3%+4.7pp |
| Annual return | 15.34% | 106.69%-91.4pp | 592.52%-577.2pp | 373.66%-358.3pp |
| Employer contribution / active EE | $3,497 | $3,265+7.1% | $3,024+15.6% | $4,754-26.4% |
| Participant deferral / active EE | $8,233 | $4,837+70.2% | $4,438+85.5% | $6,712+22.7% |
| Admin fee / account holder | $17,802 | $6,410+177.7% | $5,616+217.0% | $11,409+56.0% |