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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 | $53,536 | $85,169-37.1% | $172,755-69.0% | $72,983-26.6% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 17.91% | 27.32%-9.4pp | 802.94%-785.0pp | 81.01%-63.1pp |
| Employer contribution / active EE | $2,204 | $3,324-33.7% | $5,144-57.2% | $2,440-9.7% |
| Participant deferral / active EE | $2,495 | $3,260-23.5% | $5,198-52.0% | $3,608-30.8% |
| Admin fee / account holder | $16,883 | $5,880+187.1% | $13,955+21.0% | $5,124+229.5% |