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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 | $54,077 | $111,830-51.6% | $93,696-42.3% | $145,884-62.9% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 15.17% | 204.08%-188.9pp | 133.74%-118.6pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,269 | $3,093-59.0% | $2,422-47.6% | $4,662-72.8% |
| Participant deferral / active EE | $3,308 | $4,920-32.8% | $4,417-25.1% | $6,690-50.5% |
| Admin fee / account holder | $781 | $10,249-92.4% | $8,287-90.6% | $13,392-94.2% |