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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 | $54,222 | $175,231-69.1% | $149,696-63.8% | $139,466-61.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 15.10% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,803 | $5,478-48.8% | $4,821-41.9% | $4,754-41.0% |
| Participant deferral / active EE | $4,866 | $6,521-25.4% | $5,682-14.4% | $6,712-27.5% |
| Admin fee / account holder | $10,650 | $16,155-34.1% | $13,212-19.4% | $11,409-6.6% |