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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 | $55,747 | $85,766-35.0% | $136,298-59.1% | $70,126-20.5% |
| Participation rate | 82.8% | 74.2%+8.6pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 14.77% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $509 | $2,966-82.8% | $4,696-89.1% | $2,343-78.3% |
| Participant deferral / active EE | $4,280 | $5,051-15.3% | $6,247-31.5% | $3,332+28.5% |
| Admin fee / account holder | $3,989 | $5,421-26.4% | $9,244-56.8% | $4,645-14.1% |