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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 | $29,102 | $111,785-74.0% | $93,669-68.9% | $145,877-80.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.82% | 203.79%-193.0pp | 133.59%-122.8pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,592 | $3,096-48.6% | $2,424-34.3% | $4,663-65.9% |
| Participant deferral / active EE | $3,802 | $4,919-22.7% | $4,416-13.9% | $6,691-43.2% |
| Admin fee / account holder | $2,941 | $10,256-71.3% | $8,291-64.5% | $13,402-78.1% |