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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 | $61,321 | $132,099-53.6% | $115,599-47.0% | $138,895-55.9% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.3%+2.2pp | 79.9%-3.4pp |
| Annual return | 16.45% | 176.76%-160.3pp | 111.10%-94.6pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,661 | $3,416-51.4% | $2,955-43.8% | $4,194-60.4% |
| Participant deferral / active EE | $3,359 | $5,617-40.2% | $4,889-31.3% | $6,396-47.5% |
| Admin fee / account holder | $3,668 | $15,650-76.6% | $12,841-71.4% | $12,562-70.8% |