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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 | $54,343 | $102,385-46.9% | $147,080-63.1% | $80,935-32.9% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 18.29% | 135.09%-116.8pp | 420.17%-401.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $5,202 | $3,717+40.0% | $4,933+5.5% | $2,757+88.7% |
| Participant deferral / active EE | $5,087 | $6,651-23.5% | $8,066-36.9% | $4,299+18.3% |
| Admin fee / account holder | $905 | $7,951-88.6% | $12,989-93.0% | $6,924-86.9% |