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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 | $43,473 | $166,131-73.8% | $164,975-73.6% | $145,877-70.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.15% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,150 | $5,276-59.3% | $4,343-50.5% | $4,663-53.9% |
| Participant deferral / active EE | $4,189 | $6,962-39.8% | $6,033-30.6% | $6,691-37.4% |
| Admin fee / account holder | $9,357 | $16,648-43.8% | $12,688-26.3% | $13,402-30.2% |