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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 | $25,517 | $76,368-66.6% | $67,681-62.3% | $154,746-83.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 16.53% | 1066.77%-1050.2pp | 590.58%-574.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,336 | $3,151-25.9% | $2,678-12.8% | $4,379-46.7% |
| Participant deferral / active EE | $9,808 | $4,824+103.3% | $3,976+146.7% | $6,730+45.7% |
| Admin fee / account holder | $2,562 | $8,559-70.1% | $6,100-58.0% | $14,365-82.2% |