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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 | $51,545 | $102,429-49.7% | $147,096-65.0% | $80,925-36.3% |
| Participation rate | 75.5% | 75.9%-0.4pp | 82.2%-6.7pp | 67.7%+7.8pp |
| Annual return | 16.85% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $2,092 | $3,716-43.7% | $4,936-57.6% | $2,756-24.1% |
| Participant deferral / active EE | $4,799 | $6,649-27.8% | $8,071-40.5% | $4,299+11.6% |
| Admin fee / account holder | $1,764 | $7,957-77.8% | $13,005-86.4% | $6,940-74.6% |