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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 | $56,204 | $111,878-49.8% | $93,727-40.0% | $145,897-61.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 11.76% | 204.28%-192.5pp | 133.83%-122.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,319 | $3,092-25.0% | $2,421-4.2% | $4,663-50.3% |
| Participant deferral / active EE | $3,955 | $4,920-19.6% | $4,417-10.5% | $6,689-40.9% |
| Admin fee / account holder | $1,013 | $10,256-90.1% | $8,292-87.8% | $13,390-92.4% |