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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 | $37,465 | $102,393-63.4% | $147,041-74.5% | $80,911-53.7% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 14.84% | 134.95%-120.1pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $3,225 | $3,715-13.2% | $4,935-34.7% | $2,756+17.0% |
| Participant deferral / active EE | $7,499 | $6,647+12.8% | $8,071-7.1% | $4,297+74.5% |
| Admin fee / account holder | $20,782 | $7,943+161.6% | $13,006+59.8% | $6,935+199.7% |