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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 | $57,760 | $68,398-15.6% | $94,664-39.0% | $75,173-23.2% |
| Participation rate | 75.0% | 76.1%-1.1pp | 80.8%-5.8pp | 67.2%+7.8pp |
| Annual return | 22.21% | 616.72%-594.5pp | 156.84%-134.6pp | 160.72%-138.5pp |
| Employer contribution / active EE | $1,299 | $2,701-51.9% | $3,673-64.6% | $2,671-51.4% |
| Participant deferral / active EE | $3,078 | $6,537-52.9% | $7,417-58.5% | $4,126-25.4% |
| Admin fee / account holder | $623 | $5,324-88.3% | $7,222-91.4% | $5,651-89.0% |