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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 | $82,545 | $115,796-28.7% | $101,264-18.5% | $158,950-48.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 9.59% | 56.15%-46.6pp | 46.48%-36.9pp | 302.91%-293.3pp |
| Employer contribution / active EE | $1,420 | $4,175-66.0% | $3,660-61.2% | $4,762-70.2% |
| Participant deferral / active EE | $2,916 | $4,958-41.2% | $4,370-33.3% | $5,983-51.3% |
| Admin fee / account holder | $69,349 | $7,247+856.9% | $5,947+1066.1% | $11,248+516.5% |