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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 | $64,279 | $113,339-43.3% | $94,993-32.3% | $147,585-56.4% |
| Participation rate | 77.3% | 78.0%-0.7pp | 73.9%+3.4pp | 82.8%-5.6pp |
| Annual return | 19.66% | 20.77%-1.1pp | 27.12%-7.5pp | 578.57%-558.9pp |
| Employer contribution / active EE | $1,908 | $3,160-39.6% | $2,603-26.7% | $4,876-60.9% |
| Participant deferral / active EE | $5,282 | $3,777+39.9% | $3,317+59.2% | $5,439-2.9% |
| Admin fee / account holder | $10,918 | $6,063+80.1% | $4,960+120.1% | $10,885+0.3% |