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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 | $75,188 | $102,429-26.6% | $147,096-48.9% | $80,925-7.1% |
| Participation rate | 70.1% | 75.9%-5.8pp | 82.2%-12.1pp | 67.7%+2.4pp |
| Annual return | 13.62% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,396 | $3,716-35.5% | $4,936-51.5% | $2,756-13.1% |
| Participant deferral / active EE | $4,364 | $6,649-34.4% | $8,071-45.9% | $4,299+1.5% |
| Admin fee / account holder | $15,550 | $7,957+95.4% | $13,005+19.6% | $6,940+124.1% |