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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 | $67,695 | $152,612-55.6% | $125,192-45.9% | $152,897-55.7% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 19.66% | 54.85%-35.2pp | 43.79%-24.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,389 | $4,947-71.9% | $3,866-64.1% | $4,764-70.9% |
| Participant deferral / active EE | $2,848 | $5,868-51.5% | $4,937-42.3% | $5,851-51.3% |
| Admin fee / account holder | $7,085 | $13,437-47.3% | $9,704-27.0% | $11,599-38.9% |