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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 | $33,273 | $102,385-67.5% | $147,080-77.4% | $80,935-58.9% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.7%+4.1pp |
| Annual return | 15.74% | 135.09%-119.4pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,138 | $3,717-42.5% | $4,933-56.7% | $2,757-22.5% |
| Participant deferral / active EE | $3,876 | $6,651-41.7% | $8,066-51.9% | $4,299-9.8% |
| Admin fee / account holder | $449 | $7,951-94.3% | $12,989-96.5% | $6,924-93.5% |